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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (9893)11/17/1997 2:39:00 AM
From: michael ferran  Read Replies (1) of 25960
 
Good post Zeev. Notice how each of the scenarios while not specifically-alludes to the need to UPGRADE in the face of cutbacks to keep up with competition. Cymer benefits from either scenario. DUV is a vital transition just to keep up, much less lead the market or gain market share.
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