SI
SI
discoversearch

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: Zeev Hed who wrote (18901)7/31/1998 9:54:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Zeev,

I didn't miss the "if".

There are only about 5 users of DUV lasers worldwide for photolithography.

After a company has evaluated and rejected a product, in my experience, that company is reluctant to perform another evaluation of a similar product from that same company. ... and certainly not within a couple years.

I believe that Lambda / Komatsu had their chance, failed and are unlikely to get considered seriously again for DUV lasers. They can continue to try. IMO, they're just unlikely to be welcomed with open arms.

But time will tell.

Ian.



To: Zeev Hed who wrote (18901)7/31/1998 10:15:00 PM
From: TideGlider  Read Replies (1) | Respond to of 25960
 
I had suspended my posts as I was ashamed of the level to which they degraded. However, that being said I see obvious and relentless BS in regard to Lambda and Komatsu. This is not published but for one reason. I would not call it a short position, but most likely aggravated puts that were purchased too low. Possibly at 15.

I have always been frank or whatever my name is. For that reason it is hard not to post when I see the endless drivel. The same posts are dragged to YaHoo board and of course use the credibility of "from SI" to bolster there impact. That is good that they respect SI. They can't possibly believe we are so stupid as to miss the transparent reality of the source of the posts. Maybe we need to see the same poster ID or we we be confused? How stupid do these two guys believe people are? It's a joke.

For anyone's amusement, please go to the Yahoo CYMI message board and read the last 100 posts or even less. It will be a hoot!

Regards and my true apologies for my editorial contributions. Although I do stand behind the spirit of the messages.

:)

Regards

TG