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

To: FJB who wrote (24390)3/2/2000 1:33:00 AM
From: Gemini  Respond to of 25960
 
Robert,

I thought I had seen the SPIE press release, but I wasn't sure.

IBM was down today despite the conference and Cymer roared ahead on very good volume. Go figure!!!

Either analysts don't believe IBM's technology will be a reality in the marketplace anytime soon (meaning within two years) or they cannot think ahead more than a couple of quarters if their lives depended upon it, or both???

Allan



To: FJB who wrote (24390)3/2/2000 2:15:00 AM
From: TI2, TechInvestorToo  Respond to of 25960
 
PREVAIL is the IBM/Nikon version of ASML/LUCENT/AMAT Scalpel (eLITH) approach. Consensus appears to be that 248nm exposure will be the 130nm generation approach. 193 commercial exposures are still 18mos+ away. Then we wait for 157. Projection ebeam seems to be shut out till 50nm generation (at least).
Good luck LONGS
TI2


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