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

To: FJB who wrote (13102)	1/26/1998 3:26:00 PM
From: IMPRISTlNE	Read Replies (1) \| Respond to of 25960

RE: "fudnamentals" Bob....LOL!!! :-)

To: FJB who wrote (13102)	1/26/1998 4:39:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 25960

Bob: The only thing that I can consider right now (taking into account Korea), is that CYMI may have to share the market with Lambda Physik earlier than the market anticipated. If that is the case, then CYMI might be stuck for a year or maybe even 18 months with excess capacity (and possibly excess personnel). If I remember correctly, CYMI has built its capacity to 1000 lasers/per year, and "good forecasts" were for about 600 or so lasers per year growing to posibbly 1000 in two years. If Lambda or someone else grabs some 20% to 30% of the market, this is dead money for possibly three to four years. I do not consider this a major problem for CYMI long term, but early successful entry by competitors could be one of those factors not yet in the price. Does that make any sense to you? Zeev