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Technology Stocks : Cymer (CYMI)
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To: Shakush who wrote (16509)4/14/1998 2:13:00 PM
From: Rustam Tahir  Read Replies (1) of 25960
 
Morgan Stanley does not upgrade CYMI. It is still rated as Outperform.

A very short summary of the main points:

While most tech hardware products are suffering from declining average selling price, photolithography equipment and photomask suppliers should experience exceptional asp growth for the foreseeable future.

Five year revenue growth in the 30%+ range.

With stable or increasing margins, earnings growth and stock price performance should be superior.

DUV Photolithography food chain is the most compelling investment theme for the next five years in the semiconductor and semi-equipment space.
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