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Technology Stocks : Cymer (CYMI)

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To: Czechsinthemail who wrote (13074)	1/26/1998 1:32:00 AM
From: Angela	Read Replies (1) of 25960

I wasn't paying attention when I read the article about the Japanese helping out S. Korea on their semi equip purchases. I thought it said Japanese DRAM makers (as in joint ventures) but it said Japanese semi equip makers. I feel like Emily Latela (Gilda Radner for those of you under 30) -- Never Mind. At first glance it seems that these arrangements would help Cymer -- anything to keep those step & scanners moving. But, on the other hand, if the steppers are installed in debt ridden fabs -- Cymer will still have to deal with collecting directly (I believe) from the semiconductor makers for servicing the lazer and the service end of Cymer's business is significant. So it might lead to headaches down the road. I still think some semi companies can slow down or fail but the industry overall and the move to .25 will be in tact. I don't think any more debt is going to help S. Korea. Tomorrow's semi news has an article about Japanese dram makers cutting back on 16 mb dram production and going full steam ahead into 64 mb. Happy investing, Angela

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