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: Tulvio Durand who wrote (14835)	2/19/1998 8:51:00 AM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Great article in IBD paper by Norm Alster: I can't scan it. It is positive for Chip Makers and discounts many of the Asian fears. Maybe someone can post it. TG

To: Tulvio Durand who wrote (14835)	2/19/1998 1:42:00 PM
From: Matt Webster	Read Replies (2) \| Respond to of 25960

Tulvio, thank you for repeating the party line so concisely. Your most useful piece of data, which I had forgotten, was that the stepper makers each own 10% of the company. It immediately follows that we will NEVER get monopoly profits, while our customers have this much leverage. The best thing CYMI could do is find a company that could buy out the others and start charging what the lasers are supposedly worth. That's not happening. We're not going to get rich as a joint venture with Canon, since they have a completely conflicting interest with common shareholders. Matt