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

To: Sid Stuart who wrote (17247)	4/29/1998 9:27:00 PM
From: FJB	Respond to of 25960

Sid, I agree. Any bottlenecks on the ramp to 0.18 are bad for Cymer, but it also shows demand is there. On the bright side, the top player in masks has about 35% market share and some competent competitors. What this means is photomask suppliers are highly motivated by competition and profits to solve the bottleneck. And we capitalists know what a powerful motivator the latter can be! If this "problem" wasn't overstated in that article, you can be sure it is priority number one, because it means big money to photomask makers who can supply product first. Bob

To: Sid Stuart who wrote (17247)	4/29/1998 10:52:00 PM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

Sid: You're only getting 10 masks because the competition is paying a 30 % premium to get 50. He's glad to do this because he knows that pretty soon, after he's taken all the market share, he doesn't need to worry about you being a viable competitor anymore. This same scenario is being played out in other markets all the time, including who gets in the que for lasers. Nikon tried to corner it but failed. The end result is CYMI gets to raise prices. One way or another the entire $170 billion semiconductor industry will end up transitioning to the new technology. The game remains the same only the pockets change. As someone said this is nothing more than a transitional speed bump. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]