Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: TheSpecialist who wrote (7619)	10/31/1997 7:10:00 PM
From: Gary Hoyer	Read Replies (3) of 25960

I have an important question for TS and Maxwell, please read. First it's good to see you guys still around, your posts have always been informative. Anyway, with the recent downgrades of the Semi stocks and broad-brush statements on how the earnings for said stocks will be flat next year, I was hoping to pull Cymer out of the mire. My question has to do with the equipment that is required by the semis to take their processes down below .25 microns. Assuming the semis have class 1 clean rooms, isn't it true that all they really need of major significance is a new photolithography tool (and Cymer's laser of course)? My point here is that I don't think the semis have to invest in a whole new fab or lots of new and expensive tools to move to smaller geometries. That said, I believe Cymer and Cymer's customers are very much immune to a general tech downturn that may be the result of HK or overcapacity or falling prices. The rush to .25 and below will not stop for any reason. Cymer is in a unique position in this industry and is very much on the critical path for its future progress. Their PR somehow needs to bring this out. Looking forward to your analysis, Gary.

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