SVGI Message Board - Msg: 739969

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Technology Stocks : SVGI

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To: Joan Osland Graffius who wrote (16)	1/30/1997 3:22:00 PM
From: John Peckenpaugh	of 19

Joan, Keep the faith in SVGI. They are an important customer of Cymer Laser (CYMI) which was IPO of the year in '96, up from IPO offering of $9.50 to as high as $50/shr. Cymer has the secret for the next progression down Moore's law in chip power and speed. Chips are now limited to about 35 microns, but will be made down to 25 microns using Cymer/SVGI equipment/processes. Cymer has advanced products in the lab which can approach 10 microns. Wafer size not relevant. Only other Cymer customers (Nikon, Canon and ASMLF NV) are not the pure plays in this technology. Cymer and SVGI customers are clammoring for product, demand outstrips abilitly to manufacture at Cymer, but constraints are clearing. CYMI 4th qtr results due out today. These companies have a several year tech/compet advantage over anyone for the biggest break through in tool sets in many years. Buy more. Jack, speculator@msn.com

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