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To: WebDrone who wrote (7359)6/10/1999 4:53:00 PM
From: JSBRespond to of 118717
 
They confuse me, too.

I think AMAT and most of the
others are too high, but that's
JMO.

CYMI makes lasers . The smaller
the line, the smaller the chip.
Has been and still is, I think,
one of the Cabot Letter's picks.

AMAT trading near it's year high,
300% up from it's year low, I just
don't get it.



To: WebDrone who wrote (7359)6/10/1999 4:53:00 PM
From: Mao IIRead Replies (1) | Respond to of 118717
 
WD: CYMI is a buy right here. Resistance @ 26; major resistance @30 -- both may fall during this push up. In short CYMI has a virtual monopoly on DUV lasers needed to produce line widths from .18 on down. INTC's announcement on wafers and push for .13 microns will compel a complete industry transition. Over 90 percent of steppers will use CYMI lasers. This is the time to buy. M2


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