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Technology Stocks : Cymer (CYMI)
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To: Mr. Aloha who wrote (11059)12/5/1997 7:10:00 PM
From: TideGlider  Read Replies (1) of 25960
 
I suspect we will begin to see new articles from this evening into
next week. We are at the crossroads here. Analysts had the opportunity
to ask every player their interest and CYMER"S role. The expansion
is still a mix/match bag, however DUV seems to be the most stable
and efficient means of fabbing at this time.

Something should break. I am aware that Lambda will make a play or
has and it will be evaluated.

Should be rewarding. The demand seems to surpass the supply by
significant % .. Competetion, even if more predominate than in the
past, is not enough to even threaten margins.

I believe Korea is the key, yet a stall in orders (doubted) from Korea
would only afford the opportunity to supply those that have the greatest demand on a first come ..first serve basis. It really should
not have an affect and sharp analysts will pick that up. There is
no reason to hold this stock down, aside from short interest of an
analysts house.

Bruce
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