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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (22176)	6/9/1999 5:53:00 PM
From: Darryl Olson	Read Replies (2) of 25960

Zeev, Robert and/or Ian: What are your thoughts on INTC's announcement in relation to other potential 300mm players? Will this provide the impetus to get on the 300mm bandwagon or can they sit back for awhile and let INTC go through the learning curve? Approx how long can they wait before they risk being at a competitive disadvantage? While today's announcement is great, I think it will take a couple more announcements before things really heat up. I'm looking forward to how this plays into the next quarterly conference call.

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