Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: sammaster who wrote (19685)	9/22/1998 4:33:00 AM
From: neverenough	Respond to of 25960

FWIW, Zacks upgraded CYMI to a 3 today......

To: sammaster who wrote (19685)	9/22/1998 8:04:00 AM
From: JBoyd	Read Replies (2) \| Respond to of 25960

r&d costs would be staggering to develop the high tech that cymi has... thats why they are a monopoly in their field...they had the tech early and are using massive funds for further r&d the future of semis goes through cymi.... Sammaster: Don't know about how much it would cost to develop the technology that Cymer has, but the statement that they are using massive funds for further R&D is clearly wrong. I did not go back to verify my figure, but if I remember right they are only spending about $25 million a year on R&D. When I think about high barriers to entry that just does not even come close. If Cymer starts to earn 50% ROE, there will be plenty of new start ups going after their market in my opinion. Hope someone can convince me otherwise, because I would love to buy more Cymer stock if it actually has a shot of maintaining their monopoly. Jeff