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Technology Stocks : Cymer (CYMI)

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To: RJR who wrote (13971)2/3/1998 11:14:00 AM
From: FJB   of 25960
 
RE:Anybody have an opinion on whether this is already built into the current price of CYMI?

Yes, this is actually ahead of estimates. Dataquest estimates of sales are for 460 DUV tools in '98. Nikon represented 39% of Cymer's business this passed quarter implying total market sales of 512 based the Nikon forecast and using that percentage. Bullish forecast on the part of Nikon.

Bob
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