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Technology Stocks : Cymer (CYMI)
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To: Czechsinthemail who wrote (2414)9/21/1997 10:57:00 PM
From: ForYourEyesOnly   of 25960
 
Baird,

You raise legitimate concerns. But I would look at the possible slow-down as a buying opportunity rather that a risk. Yes, it is possible that people will not continue to ramp at this rate. But our industry has followed Moore's law for the past 20 years, and all of the industry leaders know that shrinking device feature sizes while increasing wafer sizes are the two keys to growing this industry.

The industry has decided to use DUV for the next generation of devices, and Cymer has become the standard for the light sources in DUV tools. Sooner or later (and most likely sooner), people will have to buy more DUV tools.

I will buy more on weakness, unless there are REAL signs that Cymer is losing market share.

Good luck.

THC
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