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

To: Jess Beltz who wrote (9816)	11/15/1997 7:50:00 PM
From: Joey the MD	Respond to of 25960

Thank you, Jess. I posted the original question and from various sources, I feel that the Japan banking problems (note plural) poses significant constraints on CYMI's competitors. I'm not denying the fact that CYMI will be affected but moreso, their competitor's ability to dent CYMI's edge in market share. The Asian mindset is strange and unpredictable. Not many people know that when Japanese banks in Manila, Singapore, etc. lend, they mostly lend to Japanese companies outside of Japan. Again, thanks for your answer. Joey

To: Jess Beltz who wrote (9816)	11/17/1997 12:15:00 AM
From: Elroy Jetson	Read Replies (3) \| Respond to of 25960

If you are correct that Asian chip manufacturers will be unable to make the migration to the new smaller UV based chip size because of Japanese bank failures, they will end up in the low-end commodity portion of the chip market. American manufacturers like Intel who can afford the transition, with their cost basis reduced by 2 1/2 fold by the transition will own any portion of the market they choose to compete in. Lower sales for Cymer could mean an incredible advantage for Intel, Motorola etc. Does this seem like a likely scenario? Intel is bargain basement if this comes true.