Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Alex Abuin ?+!=$$$ who wrote (22179)	6/9/1999 4:41:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

AA, It's not far off, but you're missing the fact that CYMI's lasers are under $600K; they have a monopoly today; they can't gain share. CYMI will do very well; but I'd diversify. At about the same risk level or perhaps a little less is one of my favourites: MTSN. MTSN hasn't moved as much as most of the other equipment companies such as AMAT, NVLS, KLAC, TER. Yet it has 300mm tools qualified in each of the 300 mm consortiums; and has had some very positive developments during the past 6 months. On a %age basis, there's probably more upside in MTSN. Essentially, I'd spread my enthusiasm around at least 4 or 5 leaders in their sector that haven't already exceeded their all time highs by a wide margin. Just my 2¢ worth, Ian.

To: Alex Abuin ?+!=$$$ who wrote (22179)	6/9/1999 5:28:00 PM
From: Ira Player	Respond to of 25960

Not to irritate the long termers and various cheerleaders and naysayers on this thread, but CYMI is an excellent traders tick. When it gets volatile, it is not uncommon to take 3 to 7% a day out of it, either trending up or down<ggg>. Good luck if you are in for the long haul. I'll stay with a very short time line with CYMI. Ira

To: Alex Abuin ?+!=$$$ who wrote (22179)	6/9/1999 8:18:00 PM
From: Gemini	Read Replies (1) \| Respond to of 25960

Today I spoke to Cymer's Investor Relations. From Cymer's standpoint, the key part about Intel's announcement today was not going to a 300-millimeter wafer format, but rather the reduction of micron sizes to .13. Specifically it was mentioned that any size below .25 MUST USE CYMER TECHNOLOGY and regardless of whether the circuitry is aluminum or copper. For all of you, myself included, who need constant confirmations that Cymer will play a major role in existing and future chip technologies. All the best, Allan