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

To: Zeev Hed who wrote (24276)	2/16/2000 11:29:00 AM
From: Jim DuBois	Read Replies (2) \| Respond to of 25960

Grove/Intel were speaking to an ecommerce group, and discussing the future. Among the comments made (as summarized by a poster on a different thread) was the following: A key cog in Intel's machinery will be its fab production -- the company currently has five fabs operating with 18-micron production equipment. By the second half of the year, another 0.18-micron fab will be up and running, and Intel said it plans to transition to a 6-layer-metal, 0.13-micron process in 18 months. So, my question is whether this will mean another upgrade in cymi products to accomplish this, or can they make this transition with the current equipment? If upgrade, how big an impact on cymi?

To: Zeev Hed who wrote (24276)	2/17/2000 11:53:00 PM
From: WTSherman	Read Replies (1) \| Respond to of 25960

Zeev, what do you make of CYMI's stock performance versus the most of the other hot semi-equip co's. This is a 60 day chart and leaves me wondering what I'm missing... siliconinvestor.com When you look at their numbers(sales increase, bookings increase, earnings improvement, P/S, forward P/E) CYMI's numbers are as good or better than most of these co's. The issue of competition is always there, though, each of these company's has definitive competition, not theoretical. I'm trying to decide if this is an opportunity, before CYMI catches up to the rest or if its a sign of something that I just don't get. WTS