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

To: Katherine Derbyshire who wrote (20833)1/31/1999 6:23:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Katherine,

I suspect that more apologies are due to you rather than from you. Again, as a seasoned web surfer, perhaps some of us believed you to be among the most resilient. (I still do.)

I don't believe that I'm rationalizing when I conclude that:

1. CYMI is producing 248 nm because that's what's in demand.

2. LP and Komatsu are developing 193 nm because they've given up on 248 nm market.

3. When the marketplace is ready for 193 nm CYMI will again have the best product and take the lion's share of the sales.

And I'll promise to try to be more considerate. Your posts still contribute at least 100 times the value of the next best information provider.

For those, and even for your contrary opinions on CYMI, thank you.
It's far too easy to fall into the trap of believing the current trend will continue forever. Your voice will be much needed going forward.

Ian.



To: Katherine Derbyshire who wrote (20833)1/31/1999 8:21:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25960
 
Katherine,

The occasional dose of reality seems most unwelcome around the semi equipment threads in general these days. I've experienced similar hoots and jeers in a bunch of places lately, and it's made me a little cross. Sorry.

Please don't apologize for offering a differing(unpopular) view than consensus on any particular thread. A contrary opinion is, and will be, needed more than ever with rising share prices and expectations.

Regards,

Brian



To: Katherine Derbyshire who wrote (20833)1/31/1999 8:41:00 PM
From: Len  Respond to of 25960
 
Katherine,
I would be interested in your opinion on DSP and CREE.

Thanks,
Len



To: Katherine Derbyshire who wrote (20833)2/1/1999 1:09:00 AM
From: FJB  Respond to of 25960
 
I dared point out that there are non-Cymer players at 193 nm as unduly harsh, too.

There non-Cymer players at 248nm. Cymer currently dominates that market.



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