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Technology Stocks : Cymer (CYMI)

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To: ken foxx who wrote (16604)	4/16/1998 11:41:00 PM
From: FJB	Read Replies (1) of 25960

Ken, Read Lambda's press release. If you find it to be extremely positive, then fine. What I read is the company has shipped a laser to a potential customer. Not something to get overly excited about. At least, not if you're Cymer. Some things to ponder about Lambda: What is their production capability? What support infrastructure do they have in place? Why would a semi-manufacturer already using and being serviced by an excimer laser company add a second vendor with dubious support ability and untested production uptime for their equipment? If you are a stepper vendor, why risk buying from a second relatively unproven source in these difficult times? Wouldn't this entail added risk in an already hard period? If you can answer these questions to your satisfaction, then more power to you. There seem to be some very serious hurdles here. Good luck, Bob

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