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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (8981)11/11/1997 8:38:00 AM
From: Steven Angelil   of 25960
 
Come on, Curly. I love ya man, but where are you getting your numbers? Just because it is reported that Nikon will do 500 DUV, what makes you think the others will do the same? Those numbers-well, I don't buy them. I would buy that the estimates for industry DUV's is lowball. They say the industry will demand how many, 700? Now if Nikon is the leader and they want 500, how many would ASM, Canon, and ISSI(is that the other one?) want if the percentage that each company has manufactured in the past stays constant? Could somebody run those numbers? I think that would make more sense than saying everyone needs 500 for 98.

Thanks Curly.

Steve
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