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Technology Stocks : General Lithography
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To: Andrew Vance who wrote (661)10/14/1997 12:02:00 PM
From: flickerful   of 1305
 
andrew...

points well taken.
and cymi finally plans to derive some 1/3 of its revenues in the
future from such arrangements.
"coo" minimizing to svgl is desirable, of course, and from your
experience you know the sense of well being in having this
"specialist" relationship ongoing. it is simply practical.

so, of course, on a global scale, this is CRITICAL.

i understand all these elements..i was extrapolating from the timing
of the announcement that perhaps it was also a signed affirmation
on the part of a vendor and supplier looking forward to a very
large client (new, even...) who would finally make this kind of
arrangement a prerequisite. ( although cymi intends to be the
specialist for all of its stepper clients, if we look at their stated
objectives )..it was just speculation beyond the obvious and direct
benefit we see from the contract.

as always, your post was very insightful; i appreciate your thoughts.

regards,

randy

ps it had been a theory at the thread...
and you are always so perceptive; i wanted
to touch base here anyway.
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