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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (7410)10/30/1997 9:51:00 PM
From: Sorin A. David  Read Replies (1) of 25960
 
"Both Intel and TI are making large investments in DUV tools now and in '98. Intel is buying DUV(248nm laser) tools from both Nikon and SVGL because of their extendibility to 0.18æ drawn gate lengths."

This is very bullish information Bob. I know for a fact an analyst with Smith Barney who shorted CYMI and one major reason for him was the fact that Intel was not using CYMI lasers and they were not planning on that. I am very long CYMI (including 15 Nov 30 calls at $2) so I have been reasoning that he must be long, but so far he's winningso your information is great news. Where did you get it from please?
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