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

To: ScotMcI who wrote (21953)	5/5/1999 5:46:00 AM
From: Mani1	Read Replies (1) \| Respond to of 25960

DRAM Oversupply Has Infineon On Hold techweb.com Price of DRAM is continuing to decline. Only $44 for 64 Meg PC100 at www.pricewatch.com. About half of what it was 5 months ago. Mani

To: ScotMcI who wrote (21953)	5/5/1999 12:42:00 PM
From: Guy Gordon	Read Replies (1) \| Respond to of 25960

Yes, that section really bothered me. I guess I should just chalk it up to a bureaucratic speech designed to obfuscate the subject for the analysts. Take this line: ...we brought new product to market of substantially higher demonstratable [sic] value, especially in terms of improved resolution, higher throughput, and lower cost of operation. And then priced products in such a manner as to share that increased value with our customers, resulting in higher ASPs [average sales price] for Cymer. Now, the concept of value is "what you get for the price". So what does he mean by "share that increased value with our customers"? Anyway, despite the muddy language it's clear enough that CYMI thinks it can concede the low-cost part of its market, and is resigned to loosing market share. I don't like that.