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

To: Tsaen Wang who wrote (15240)	2/28/1998 8:45:00 PM
From: Cymeed	Respond to of 25960

RE: IBM and X-ray I would not worry about IBM or X-ray at the time being. Those people shorted during the last few months probably do. IBM used to throw away Microsoft shares and develop their own software; IBM used to throw away Intel and develop their own CPU chips; What were the results ? IBM wasted shareholder money, and get nothing in return. It seems to me that IBM is doing that kind of thing again. In the face an obvious success of DUV technology, IBM is still wasting shareholders money in X-ray research, which may never be utilized, even after year 2012. Because DUV can do 0.08 now. I am guessing DUV will be extended into further narrow range in the future, just like the mercury bulbs. People thought mercury light was going to be replaced by DUV at 0.50, but it occurred only at 0.25. But now it's the turn of DUV. The trend for DUV application is overwhelming and decisive. DUV technology may not be replaced until year 2020 or even after. During all those years, it will be the world of Cymer. The repeated model upgrade (better margin) and high service revenues in the future will drive this stock to a very good level. Whoever don't believe this are welcome to short the stock, but the profit will be the longs, though. Hehe