To: Starbase4.0 who wrote (15258 ) 3/1/1998 12:22:00 PM From: WTSherman Read Replies (1) | Respond to
<< By 2000, one of the big companies will invent a better, cheaper way to carve silicon. Someone like Lucent. >> Starbase, do you understand anything about semiconductor mfg?? Do you really think think that there will be some "new technology" which is deployable and in production within 2 or 3 years that nobody's heard about yet? This really sounds like the desperate ramblings of a short hoping to stop the tide from washing over their position. If you want to look at what the threats to CYMI are, they look at who will be able to produce equivalent or better lasers at the same or lower cost in the next two or three years. If CYMI's stock price is to crash it will be because of that or problems with their products, not from some fantasy technology from Lucent or IBM or any body else. Remember, in this business virtually all new technology either comes from University environments or involves them in its original development. As a result, the work is known and discussed at scientific and engineering forums, journals, etc. You just don't see "wow, we just invented a new way of doing this and it'll be on the market next year" announcements....
