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

To: beanman who wrote (18882)	7/31/1998 3:06:00 PM
From: Darryl Olson	Respond to of 25960

Beanman - everyone is entitled to their own opinion and I will be in line to defend your (and acidman's) right to yours. That's what makes this country great.

To: beanman who wrote (18882)	7/31/1998 3:21:00 PM
From: FJB	Respond to of 25960

Beanman, Cymer's current order rate is probably impacted by the fact they have about 323 lasers sitting in WIP at stepper companies. Keep that in mind when making market share comparisons. It may be even more useful to compare production use market share stats, currently 0% for Lambda, and somewhere near 100% for Cymer since Komatsu may have some in use somewhere, but I have no good data there. Bob

To: beanman who wrote (18882)	7/31/1998 3:36:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Is there any reason why you would compare $4M worth of orders to be delivered sometime during the next year or so (unless they get pushed out, cancelled or otherwise revised) with $24M worth of sales delivered last quarter by CYMI. This kind of stock insight could be very dangerous to your ever having any wealth. Complacency breeds disaster. $4 million of orders for Coherent vs. $24 million for Cymer

To: beanman who wrote (18882)	7/31/1998 3:47:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Can of worms are good, do not worry about it. In the last q CYMI must have shipped some 90 to 95 units, and more important their new 5010 got some 16 MM in orders or more than 30 units, and they are not sitting on their laurels either they are busy with getting the Orion off the ground. Lambda is still trying to emulate the 5000 series. One of these days, both Lambda and Komatsu will be valid competitors, if they keep investing through the next down cycle in development. I think that this down cycle is more or less petering out (few more months of suffering, typically the tail end is the most vicious one however). During the next up cycle it will be up to Komatsu and Lambda to capture a critical mass in this market (which unfortunately, I do not know what it is, but I would guess at least 150 lasers/per year). Both are a long way from achieving this, and the question is if management will want to stay the course through the next down cycle. Of course, by then we will start asking, what comes after DUV lasers? Zeev