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

To: KY who wrote (21731)	4/16/1999 5:34:00 PM
From: FJB	Respond to of 25960

What is more of a threat to CYMI's future? (1) Current group of competitors and their ability to steal market share or, (2) new post-optical technologies on the horizon The answer is 3)the health of the semiconductor industry. We really need the often predicted DRAM shortage in 2000 to materialize.

To: KY who wrote (21731)	4/16/1999 5:36:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25960

KY, Re:if the above threats are PERCEIVED to be threats by analysts, that's enough for me to qualify it as a threat You verbalized my greatest fear in holding this stock. The fact that post-optical lithography may be implemented sooner than expected is a great concern of mine. The SEMI roapmap has moved up to the point where less than a decade from now we should see the post-optical generation. The fact that it will be very difficult to implement new processes accross entire lines is beside the point; it is still lingering in the background and therefore should be viewed as a threat which will never go away. In fact the threat will increase over time. Regardless, I still see huge potential in this stock over the coming decade, and for better or worse, I am holding it for at least another 3-4 years. BK