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

To: Rustam Tahir who wrote (22238)	6/14/1999 7:58:00 PM
From: Tsaen Wang	Read Replies (1) \| Respond to of 25960

Rustam, I have the ML report in my hand, the thesis' are Japanese Cap-Ex is at historical low, as percentage of total global expending. Now at 24% as compares to 45% in the go go years. Now the recovery is on the way, that means more biz for US equipments companies and greater pricing power. Beneficiary are the companies with large Japanese exposure, AMAT,CYMI,KLAC and NVLS. Also, next phrase of digital revolution is in consumer electronic and network appliance which coincidentally are the major strength of Japanese companies and should be the catalyst that drive the Japanese semi industry into higher gear.