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

To: Zeev Hed who wrote (21476)	3/26/1999 9:33:00 AM
From: Ian@SI	Respond to of 25960

Zeev, Clearly, I agree that a wave of new fabs would be delightful to the ears of this CYMI holder. However, there's an awful lot of existing capacity that's destined to the "overripe bananas bin" if I can paraphrase an old James Morgan comment. Taking the existing fabs down to 0.18µ and below will also make CYMI's investors smile. JMHO, Ian.

To: Zeev Hed who wrote (21476)	3/26/1999 10:37:00 AM
From: WTSherman	Read Replies (1) \| Respond to of 25960

Zeev, this discussion of competitive threat is interesting, but, I don't see many negatives for Cymer. I actually think its good for CYMI that there is some sort of competition on the horizon. Company's that don't have competition usually get lazy, sloppy and don't treat their customers the way they should. They also tend to lose the driving mentality that got them where they are(am I intentionally describing MSFT???, no, purely coincidence<ggg>). When you look at the efficiencies of scale, experience, cost to scale-up their mfg and other support infrastructure,etc., its very hard to believe that the potential competitors can have much impact on CYMI, unless CYMI get complacent or greedy.