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Technology Stocks : Cymer (CYMI)
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To: flickerful who wrote (2528)9/22/1997 10:49:00 AM
From: Ian@SI   of 25960
 
Thread,

Just a couple comments.

1. There is NO story about IBM's development and CYMI - rather just some unfounded fear on this thread.

2. IBM's development removes 1 of the many impediments on the road to 0.10u feature sizes, in addition to allowing faster chips which run cooler. They add a process step (the barrier to copper poisoning). Their process does not change/remove/reduce the requirement for lithography.

3. Libeling Montgomery does no one any good.

4. If you believe in CYMI, hold. If not, Sell.

Personally, I hope no one buys a single share before the price falls to my next entry point. Unfortunately, I don't think the market is going to cooperate.

Ian.
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