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

To: pat mudge who wrote (22819)	8/5/1999 7:25:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

With the advent of the "free" PC, I'm not convinced that there's as tight a tie in with overall recovery in Japan and the Far East today as there was then. Nonetheless, all indications are that a recovery is taking a fairly strong hold in that region. It's a prerequisite to new capacity being required. CYMI should be among the first to move most once we get a spate of new fabs being built. It takes anywhere from about 5 months to a year to build a state of the art scanner. This means that CYMI will ship lasers to the lithography equipment makers well in advance of their shipments to chip makers. FWIW, Ian. **********and still king by more than $500, John Cuthbertson****** 1 $16,780.60 John Cuthbertson CYMI LRCX COHU 2 $16,275.73 Curlton Latts CYMI CYMI CYMI 3 $16,275.73 fellow CYMI CYMI CYMI 4 $16,013.20 John Haley CYMI KLIC LRCX 5 $15,752.82 Bill Tippett CYMI COHU MTSN 6 $15,517.18 Jerome CYMI PHTN VECO 7 $15,324.93 Ian Stromberg CYMI ETEC MTSN 8 $15,171.44 Jay Dreifus CYMI VECO ETEC 9 $14,816.54 Dennis J CYMI ASYT MTSN 10 $14,663.05 Stu Bishop CYMI ASYT VECO 11 $14,432.07 Roger Churchen CYMI ETEC CFMT 12 $14,377.28 Steve Bengtson CYMI KLAC NVLS 13 $14,268.83 Andrew Vance CYMI WFR CFMT 14 $13,828.92 Zeev Hed AMAT NVLS DPMI 15 $13,318.76 Warpfactor CYMI PRIA KLIC 16 $12,883.91 Brian Kerecz CYMI EGLS SFAM 17 $12,606.63 Robert Grutza CYMI SFAM KLIC 18 $12,367.40 Shakush VECO ETEC SFAM