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

To: sepku who wrote (11282)	12/9/1997 5:20:00 PM
From: chaz	Read Replies (2) \| Respond to of 25960

I'm long at 22.25...watched it all the way from 17. (I've got to learn to be more decisive.) It does unnerve me a bit that CYMI is in a news blackout mode, and I'm probably watching the action too much. I feel the company's product is probably appropriate for the market now and in the next few years, but I also remember SyQuest vs IOM. A gorilla market share puts you in sleep mode. Is anyone looking for a competitor in the woodpile, or do we all agree that a competetive technology for today doesn't exist, and that a technology for tomorrow is being R&D'd at Cymer, as well as elsewhere, and that the outcome is a crapshoot ATT. What I'm trying to develop with this line is a shift from the daily micro picture to a wider industry screen. Do any of you care to comment? Chaz. Penguin joke was clever.