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To: Papillon who wrote (16089)	1/20/1999 12:32:00 PM
From: Andrew Vance	Read Replies (1) of 17305

AV--CYMI is a keeper for me and I am adding to it on dips. CYMI is one of the top companies to follow as we go down in device geometries. I liken this to trying to do delicate suregery on a mouse with kitchen utensils. the smaller the geometries, the finer the equipment required to perfrom the task. DUV lithography is critical at 0.15u and below, which we are now seeing the transition to. It is the only game in town that is production worthy. You can argue about which stepper is the best but they all have the CYMI DUV source designed into their systems. CYMI has the biggest marketshare and the least amount of viable competitors. INTC - woulda, coulda, shoulda, why sell. Like MSFT and DELL, it knows only one direction: UP until it splits and then goes up some more. Andrew There is a company called A**D, involved with YR2000 remediation that finally is performing. Or is it the calm before the storm 14 ? I am so glad we took a massive defensive position at $6.75 in RadarView. Most of it was emotional and not prsctical<GG>.

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