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Technology Stocks : Cymer (CYMI)

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To: Mr. Aloha who wrote (11074)	12/7/1997 1:07:00 AM
From: Yakov Lurye	Read Replies (1) of 25960

<SOMEWHAT OFF TOPIC TO MR. ALOHA>. Analysts estimates for CYMI's next quarter look conservative - a big plus in my opinion. Look what happened to CMOS - missed earnings by 2c, went down by 10+% - and Zacks has only two analysts following the stock! Really, statistically meaningless sample to talk about consensus... BTW, did you see an interview with CMOS CEO - I know that you are into TER, but there are many interesting thoughts about the relation between new technologies (300mm wafers, .25 line width) and testing. One point has definitely caught my eye - litho productivity grows quadratically with the size of the wafer, but they are still testing chips one by one. The implication is that testing companies will benefit greatly from the trend - more testers to be sold per new line. sumnet.com IMHO, useful reading for everybody Regards, Y.

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