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

To: Proud_Infidel who wrote (21729)	4/16/1999 4:35:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

Brian, Will this stock ever get a premium multiple since they really have no post-optical plans I know of? Cymer's post-optical plans were reported in press releases by the company and on SBN. biz.yahoo.com edtn.com Please refer to the paper titled EUV (13.5nm) Light Generation Using a Dense Plasma Focus Device. cymer.com Bob

To: Proud_Infidel who wrote (21729)	4/16/1999 5:37:00 PM
From: Ian@SI	Respond to of 25960

Hi Brian, Many others seem to be less certain of CYMI also. However, CYMI has a near monopoly in its field. AMAT has about 50% of the US market... INTC is already beginning to lose share but it seems to have the justice department out of the way... CSCO had no real competition but now the big boys are starting to get serious about data. e.g. NT bought BAY; LU is buying ASND; SIE and ERICY are making small noises, etc. MSFT has got the justice department watching every time it inhales... EMC seems to be as strong as CYMI, as STK can't tie its own shoe laces without tieing them together,then stumbling. I wouldn't compare CYMI with DELL. The analogy there escapes me. But I certainly want to be holding CYMI once the 300mm upleg gets underway. JMHO, Ian.