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Technology Stocks : Cymer (CYMI)
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To: carl a. mehr who wrote (10340)11/26/1997 3:34:00 PM
From: Brian Malloy  Read Replies (1) of 25960
 
Carl,

I have been off line for a few days so I could not answer you sooner.

I think that for those with a longer term view, CYMI represents a good buy at these levels. I can see it playing with the $18 dollar level but don't think it will go under $15.

Kind of the bottom line for me is that, even though things look bad in Asia and some chipmakers have placed new plants on hold - the industry is going to .25 micron and lower. Cymi DUV's will play a prominent role this rebuilding effort. I think buying now is like picking up the stock near or at a bottom. As you say, it looks like a steal.

Increased capital equipment spending will signal the leading edge of the comming change and CYMI is well positioned to profit from this wave. The CYMI's, AMAT's and others will move first followed by the chipmakers as the newer technology is installed. Any excess that may have been in the stock price is gone thanks to the action over the last few months
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