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Technology Stocks : Cymer (CYMI)

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To: Yakov Lurye who wrote (11428)	12/12/1997 1:14:00 AM
From: Mr. Aloha	Read Replies (3) of 25960

Cymer says but your hands on your head... Cymer says not to fear.. Put you hands on your head... ahhhhhh 10/25/97.... Moving on to the market picture: As we have said in recent conferences and calls, end-user demand for Deep-UV remains strong. In fact, chipmakers continue to press Deep-UV tool manufacturers for increasing capacity and delivery of more tools. It appears that our projections of mix and match ratio being limited only by the availability of these Deep-UV tools is still very much the case. We are comfortable with Dataquests' ongoing and most recent estimates. We think they are indicative of what the industry may actually be able to perform. We believe that VLSI estimates closely follow the demand for Deep-UV. And as we have stated in the past, the industry may not be able to deliver enough units to meet demand. Secondly, the demand for Cymer's laser remains strong. The order rates from our customers remains strong. The urgency of delivery of lasers to customers remains urgent and unchanged. Forecasts from our customers for the foreseeable future remain strong. ----------- Things can change... we'll see. I believe we'll get a BTB this week. Trailing figures but it should be interesting. Aloha

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