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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (7906)	11/3/1997 8:17:00 AM
From: Steven Angelil	Read Replies (1) \| Respond to of 25960

uniontribune.com An article about an analyst who will be at the conference. Steve p.s. Mason, you're selling TODAY? Today will be a day to buy, not sell, IMO. Jay makes some brilliant observations in the article(right)

To: Mason Barge who wrote (7906)	11/3/1997 8:53:00 AM
From: Gary Hoyer	Read Replies (3) \| Respond to of 25960

This stock's price assumes total market domination now and for 5 years hence. Not at 22 7/8! Has anyone seen any hard evidence of any weakness in Komatsu's product? Any idea of production capabilities and timetable? Have you read any of Maxwell's posts? I suggest you read this: techstocks.com I'm getting out of Cymer until I get some harder information on competition. That would be pretty dumb at these prices, but hey, it's your money. Gary.

To: Mason Barge who wrote (7906)	11/3/1997 1:56:00 PM
From: ScotMcI	Respond to of 25960

Mason - thanks for the kind words. What I'm waiting for is some independent test of the claimed specs for the Komatsu product, particularly in a production as opposed to a laboratory environment (one thing I wonder about is MTBF, which Cymer must by now have actual experience with, while Komatsu can only predict it). We in the engineering biz have a way of keeping things looking good while we can babysit the product ('pay no attention to that man behind the curtain!') Once the customer gets hold of the item, it's another story. That said, it wouldn't surprise me if Komatsu is able to sell a significant number of their lasers - even if they're inferior - for reasons of nationalism and keeping a competitor/second source alive. However, unless Komatsu's is actually better and they can put the support infrastructure in place a la Cymer, I believe Komatsu will be a distant second in market share.