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


To: Curlton Latts who wrote (23718)12/3/1999 1:19:00 PM
From: Dale Knipschield  Respond to of 25960
 
What's going on today? CYMI should be surging rather than retrenching. This constant chatter about potential competition would probably un-nerve me also if I were a potential investor.

However, in the long run, the truth will out. Use these opportunities to buy more!

Regards,

Knip



To: Curlton Latts who wrote (23718)12/3/1999 1:59:00 PM
From: Rob-Chemist  Read Replies (2) | Respond to of 25960
 
Regarding companies that are using Coherent lasers for production, Micron is now installing Coherent lasers on their steppers. It is interesting that MU has apparently chosen the Coherent product for future stepper purchases since; (1) DRAMs typically have the smallest feature sizes of all chips (although they tend to have many fewer layers than other chips), and; (2) MU has one of the lowest costs and highest efficiencies of all chip manufacturers. Other than companies that might be buying 193 nm steppers from SVGI, of which there probably aren't many, I do not know of any other semi manufacturers that have switched to Coherent lasers.



To: Curlton Latts who wrote (23718)12/7/1999 9:42:00 AM
From: Curlton Latts  Read Replies (2) | Respond to of 25960
 
We're likely to see a sharp Santa Claus rally in CYMI followed by a significant upward "January effect". The patterns are in place and the stuck short interest had to reluctantly increase its position in November to keep it from blowing the roof clean off.

11/99 1,325,917
10/99 1,240,002
09/99 1,265,188
08/99 1,643,321
07/99 1,535,148
06/99 1,443,625
05/99 1,430,125
04/99 1,587,089
03/99 1,572,613
02/99 2,059,550
01/99 1,964,402
12/98 2,089,290

The pressure is building tremendously - so I wouldn't be fooled by the recent sideward movement. It is shaping up into the the calm before the upward stampede. The fundamental conditions are fabulous.

Good Luck To Each And All

Curly

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