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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (3436)11/12/1997 8:55:00 PM
From: DD™  Respond to of 10921
 
Has enough blood been spilled...

from the likes of SFAM, PRIA, KLIC?

I hope the bleeding stops, I'm just about flat-lined.

DD



To: Justa Werkenstiff who wrote (3436)11/12/1997 9:03:00 PM
From: Sam Citron  Read Replies (1) | Respond to of 10921
 
Justa,

Coherent (COHR) is a heavy hitter in lasers and they are targeting these excimer DUV lasers in a big way. The only way this can be friendly to Cymer is if COHR ends up acquiring them.

SC



To: Justa Werkenstiff who wrote (3436)11/12/1997 9:06:00 PM
From: FJB  Read Replies (1) | Respond to of 10921
 
Justa,

I think Cary is making a point about value. For a stock to be a real value, it would look attractive fundamentally in the worst case scenario. No, I do not think Cymer will lose that much market share in the near future if ever. If Cymer's pulse-extended/multi-KHz KrF laser comes out in the near future, I'm not sure anybody will buy Cymer's competitors first-generation KrF lasers.

Bob


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