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

To: BJFW MD who wrote (9113)	11/11/1997 10:32:00 PM
From: TheSpecialist	Read Replies (1) \| Respond to of 25960

Some more thoughts to ponder... 1) Cymer is the primary laser supplier for the excimer based exposure tools. 2) Excimer laser based exposure tools are BEGINNING full scale implementation into semiconductor manufacturing lines, worldwide. 3) Conversion of semiconductor manufacturing lines and the outfitting of new fabs will support the expansive growth predicted for DUV systems and consequently the growth predicted for excimer lasers. 4) Cymer has completed the build up of capacity capabilities to handle this growth. 5) Cymer has a technological (as well as market) lead on its competitors and is widening the gap by actively pursuing near term developments and forward looking research to continuously improve their products. 6) Cymer has publicly stated that its '98 growth rate is projected for 40%. This from a company who has exceeded all past declarations of expectations. Bottom line. Buy at every dip you can manage, then put your certificates away and don't look at the market fluctuations until six+ months from now. There is no fundamental business reason to hold this stock back on the long term. If you are looking for a short term (or day trade) pop up for your gains, good luck. It is anybody's guess as to which day/week the turnaround will begin, but IMVHO you can expect that six months from now it will be significantly higher than it is today. As to the concern over Komatsu and Lambda Physik products; what better way to stimulate a company (Cymer) to get better at what it does, than by competition. Personally, I look at a small market share by the competition as positive for Cymer. I feel that this will help them keep focused on maintaining or widening their gap in performance. Anyway, just a few drifting thoughts on a Tuesday evening. Good luck to all. TS