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Technology Stocks : Cymer (CYMI)
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To: Brad Rogers who wrote (17919)5/31/1998 11:39:00 PM
From: FJB  Read Replies (1) of 25960
 
Brad,

RE:MERCED delay is bullish or bearish or no-bearing on CYMI

I believe no-bearing. Merced will be a killer processor, but it won't make or break the semiconductor industry. Eventually, it should be very profitable for Intel and semi-equipment companies. Wouldn't worry too much about it.

Bob
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