To: TideGlider who wrote (10523 ) 11/25/1997 5:11:00 PM From: Starlight Read Replies (1) | Respond to
Bruce - First of all - I am a Cymer investor. Yes, I really do own the stock! In the past few weeks, I've read through thousands of posts while Cymer continued its fall. I read over and over how it was all because of Cymer pulling out of an investor's conference at the last minute, poor PR, etc., etc., etc. It's hard to recall seeing many posts that said anything about competition (other than from that "bulldozer company" - they make really big bulldozers, by the way. I saw one recently.). Everyone here thinks I'm just here to promote another company -- that I have an "adgenda". My adgenda is to try to make people look at what is going on in the industry Cymer is involved in. Okay -- let's say X-ray won't be profitable for the companies involved for 4-5 years. THAT'S NOT THE POINT!! The point is that as soon as a new technology (such as XRL) is announced, it creates anticipation in potential customers. A customer thinking of building a new fab might just want to wait a while to see what develops with that technology. With XRL there is the benefit of being able to scale down in feature size as the need warrants it -- without having to invest in all new equipment. So who wins here and who loses? Cymer might lose a "potential customer" because they are waiting for XRL which will give them more far-reaching utility from the equipment.AREN'T going to buy as much DUV.
