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

To: Darryl Olson who wrote (18877)	7/31/1998 12:49:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

The concerns around potential Komatsu and Lambda competition surface because there is no real competition from them now, but fear finds a way to imagine they will be major competitors soon. With Cymer increasing its product development and support lead, the company is solidifying its position as THE DUV supplier. With the news of accelerating 0.18 development, CYMI should be seeing increased orders sooner rather than later. This will bring back the situation in which DUV manufacturers will have to make commitments to prioritize their orders with CYMI. As soon as it becomes readily apparent that bookings will be increasing, there is likely to be a scramble for the entrance. Given the positive words from Intel and AMAT, I think it may happen by the end of this year. Baird

To: Darryl Olson who wrote (18877)	7/31/1998 12:59:00 PM
From: acidman	Read Replies (2) \| Respond to of 25960

<<<Regarding Komatsu and Lambda>>> As far as Lambda goes, they have lasers in almost all the different fields of technology. Just read their profile. They already have a large presence in the technology sector. DUV is only a small part of what they do. Let me put it this way, Lambda is kind of like Microsoft. They have a very large installed base and they are moving into all the other sectors because they can. They have also been making lasers since 1971. Here is a cut out of thier 3rd quarter results: "Finally, our efforts within the DUV area for semiconductor manufacturing continue to move favorably forward as we received orders for approximately $4 million of products during the quarter."