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

To: Duane L. Olson who wrote (22230)	6/12/1999 6:06:00 AM
From: orkrious	Read Replies (1) \| Respond to of 25960

Duane, re already looking at .13 micron design features, wide-spread by 2002. A guess would be that CYMI supplies some* of the lasers for the necessary equipment* I'm sorry I'm nitpicking, but some isn't the right word. CYMI may be losing a little market share (where can you go from 100% but down?), but it's at the extreme low end, their 5000 series, and is used at .25 micron. Anyone who wants state-of-the-art, deep sub-micron lasers is going to go with Cymer. Jay

To: Duane L. Olson who wrote (22230)	6/12/1999 1:55:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 25960

Duane, I'm not a fan of GSNX. I think that John Stewart is the only SI poster that may be more of a MTSN bull than I. Essentially, MTSN has taken Strip share from GSNX pretty well every chance they get. And if INTC has a shootout, I'd expect GSNX to get displaced from that account as well. I don't know enough about the mask makers to provide any intelligent comments. For 300mm, I suspect that capacity will be the lithography constraint rather than demand. So one could pretty well flip a coin and make money. ASML is a pure play but has already run up. SVGI has become nearly a pure play and still hasn't attracted much attention from the street. CANNY and Nikon have too many other businesses and too many other potential problems for me to consider them seriously. ETEC has a great story. But Leica seems to be making inroads; and UTEK says they are, whereas ETEC says they aren't. If we don't see PLAB accept the V2000 this quarter, I would have to suspect that UTEK will probably never see significant revenues from its UltraBeam subsidiary. There Verdant sub may have a home run ball in PGILD, but I thought the same was possible with UltraBeam. The automation vendors will do extraordinarily well. PRIA has already started its run; ASYT is still reasonably priced though not as cheap as a month ago. Hope this helps, Ian.