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Technology Stocks : Cymer (CYMI)

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To: DTselentis who wrote (18597)	7/18/1998 11:11:00 PM
From: Cymeed	of 25960

<<< No one has really addressed how Intel's move to .18 will affect Cymer's stock price in the short and mid term......How do you see this situation playing out and affecting Cymi share value in the near and midterm ?>>> DT, I thought the current run-up started when AMD announced their success in the new process (starting the game for cost reduction between INTC and AMD), along with a couple of other things happened at the same time. Intel's use of .18 technology is probably already in the current valuation of Cymi stock. The rest, of course, will depend on Cymer's backlog number in the coming earning release, IMO.

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