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: Dowjoe who wrote (15989)	3/24/1998 5:07:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 25960

Dow, no offense, but get a clue! Why would anyone want to place obstacles in the way of a customer doing business with you??? The way these things work is that they are generally covered by a confidentiality agreement that works both ways and permission is needed to break that confidentiality. There are companies that have an "attitude" when they have a unique advantage in the market. Usually, these are the companies that lose their customers as soon as someone else can offer a similar value. No one in their right mind is going to say that the won't take an order unless they can publicize it.

To: Dowjoe who wrote (15989)	3/24/1998 5:57:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

I guess Char was not joking when he asked who Cymer's competitors were last night. In a sentence, they are Komatsu and Lamba Physik. Here is some relevant general info for you: geocities.com Info on competition from the 10K: sec.gov Competition The Company, believes that the principal elements of competition in the Company's markets are the technical performance characteristics of the excimer laser products; the cost of ownership of the system, which is based on price, operating cost and productivity; customer service and support; and product availability. The Company believes that it competes favorably with respect to these factors. The Company currently has two significant competitors in the market for photolithography laser systems, Lambda-Physik, a German-based subsidiary of Coherent, and Komatsu located in Japan. Both of these companies are larger than the Company, have access to greater financial, technical and other resources than the Company and are located in closer proximity to certain of the Company's customers than is the Company. Although the Company believes that these competitors are not yet supplying excimer lasers in volume, the Company believes that both companies are aggressively seeking to gain larger positions in the market for photolithography applications. The Company believes that its customers have each purchased one or more products offered by these competitors and that its customers may consider further purchases, in part as a result of delays in deliveries by the Company in recent months as the Company has been seeking to expand its manufacturing capacity. The Company also believes that its customers are actively seeking a second source for excimer lasers. Furthermore, photolithography tool manufacturers may seek to develop or acquire the capability to manufacture internally their own excimer lasers. In the future, the Company will likely experience competition from other technologies, such as X-ray, electron beam and ion projection processes. To remain competitive, the Company believes that it will be required to manufacture and deliver products to customers on a timely basis and without significant defects and that it will also be required to maintain a high level of investment in research and development and sales and marketing. There can be no assurance that the Company will have sufficient resources to continue to make the investments necessary to maintain its competitive position. In addition, the market for excimer lasers is still relatively small and immature and there can be no assurance that larger competitors with substantially greater financial resources, including other manufacturers of industrial lasers, will not attempt to enter the market. There can be no assurance that the Company will remain competitive. A failure to remain competitive would have a material adverse effect on the Company's business, financial condition and results of operations. See "Risk Factors-Competition."