Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: TideGlider who wrote (14416)	2/8/1998 7:09:00 PM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 25960

Thanks for the response. I understand CYMI has service currently in wafer fabs and competitors do not. My concern is looking forward, as Intel's Grove likes to say,"Only the paranoid survive." CYMI has done a great job growing up the business of DUV lasers for photolithography use. The market looks great and our (hopefully appreciating) stock price reflects current market share assumptions. I am just doing diligence on threats to the market share. It seems the company is doing good job on making sure they advance the technology (the new products in cc), I am hoping they are taking the steps to also advance service. I believe service is a great strategic defense to competition. The competition could leverage that component of their business if CYMI is resting on product laurels. Businesses in general do not like sole source suppliers in critical products. (CYMI , I hope you are lurking!). It is generally hard for US companies to provide Asian style service in Asia. Thanks for the dialog! TI2 PS: Other post response, yes the symbol is SVGI, sometimes the company's group that makes scanners is called SVGL (L for lithography) since original SVG company purchased the Perkin Elmer lithography business.