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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (13757)1/30/1998 9:56:00 PM
From: Mr. Aloha  Read Replies (1) of 25960
 
Sure but what about the $.40 for 1998?

Micron was expected to loss money because the sale price of DRAM was at or below production price.

I find it VERY VERY difficult to believe that Cymer will earn anything close to $.40 in 1998.

I don't see supply being that large of a factor for 1998. We've said before that fabs will probably upgrade existing facilities versus building new or going to 300mm initially.

The number of DUV's in full production is much greater now than last Q. This will provide the confidence and expertise necessary to push forward.

We'll have our up's and down's but I hafto believe that the road ahead is brighter than the path we've recently crossed.

Aloha
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