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

To: Yakov Lurye who wrote (15126)	2/27/1998 1:12:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Sounds pretty good in general. Wish I knew what questions were asked. He appears to be mixing some apple and oranges as far as comparing COHR to CYMI in P/S. Bob

To: Yakov Lurye who wrote (15126)	2/27/1998 1:36:00 AM
From: Elroy Jetson	Read Replies (1) \| Respond to of 25960

I love the COHR comments. They've installed 5,000 eximer lasers in steppers but find themselves locked-out of the DUV eximer market. All the available steppers are committed to Cymer lasers, with no openings yet for COHR. Gosh they'd like to certify a second source like COHR, but it'll take longer than you could imagine. COHR is selling at a 16x p/e while CYMI is selling at a 29x p/e just because CYMI has a DUV monopoly - how unfair. I bet Novell feels their p/e should be the same as Microsoft's too. Cymer has a strong patent position and it sounds like Komatsu and COHR have a tough road ahead of them.