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

To: acidman who wrote (18880)	7/31/1998 2:37:00 PM
From: Darryl Olson	Respond to of 25960

I'm not disputing the fact that Lambda has a strong presence in other laser fields. My comment addressed the fact that: 1) they make no reference to an installed base. 2) they cannot point to significant customer orders. 3) they do not report backlog #'s. I believe your comment concerning the $4mm in orders has been previously addressed on this thread. Lambda is a decent company, they just have a ways to go before they become a "player" in the DUV market.

To: acidman who wrote (18880)	7/31/1998 2:52:00 PM
From: beanman	Read Replies (4) \| Respond to of 25960

Looks like we opened up a can of worms. I am not negative on Cymer, more positive on Coherent. Complacency breeds disaster. $4 million of orders for Coherent vs. $24 million for Cymer looks like 15% mkt share to me without including Komatsu, which would make it worse for Cymer's mkt share. Like I said yesterday, there is plenty of $ for all three, I just hate to see people get blindsided because of denial, I'll just about guarantee you that the tone of these discussions is going to be different by the end of the year. It will sound more like where does Cymers mkt share erosion stop? beanman