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

To: Tim Bagwell who wrote (6451)	10/25/1997 8:16:00 AM
From: D.J.Smyth	Respond to of 25960

Tim, thank you for your response <<(c) What? There never was a speed up in demand for flash memory! Get up to speed! Flash memory is to be used in digital photography which was hoped to be a huge growth area. That hope is now under question.?>> there are alternatives to flash memory which could overtke flash relative to the digital camera market and the film market. flash's cost per mgb is $3.5 to $5. little iomega has developed n-hand a device cable of storing 20 to 40mgb on a 2X2in. disk with costs of $.35 per mgb. Iomega already has OEM agreements for inclusion of n-hand which will be announced at Comdex. my comment regarding flash is relative to cost. the common person isn't affording a digitial camera let alone the "film" to run it. both forms will survive, flash for the high end, n-hand for the low end. the camer equipped with an n-hand drive will hold between 100 to 200 pictures depening on megabyte size. the drive is the size of a deck of cards. my comment was whether it is flash of n-hand that pervades the market next,year, most notably the lower cost product on the consumer end will win out. nhand data will be transferred to your computer via a Zip caddy or cable. nonetheless, the point being, increased demand for chips for the drives would be pervasive if accepted by the marketplace. flash memory has been seeing sequential growth. the comment that flash memory was "slowing" was a relative term due to expectations. the market had expected X to sell, when Y sold. Y still showed greater sequential growth than previous quarters. with n-hand the cost for digital photograhy decreases substantially relative to film/storage, and this is good since it will only broaden the affordability for digital photography to a wider range of income classes.

To: Tim Bagwell who wrote (6451)	10/25/1997 8:35:00 AM
From: D.J.Smyth	Respond to of 25960

Tim, the rumors in the office were that Intel was shutting the plant due to falling demand. The rumors were unfounded. This was my point relative to your comment: <<You read it. It says Intel will delay its opening of a microprocessor plant both in Texas and in Israel. In the case of the Israel plant it will be equiped for CPU's instead of flash>> It doesn't say that delayed opening of a microprocessor plant is occuring in Isreal. my interpretation is that flash memory demand remains strong and some of Intel's business is being soaked up its competition. there are many entrants to flash memory, Intel being one. nonetheless, we'll just have to see what the analysts do with Cymer next week. it's only a game. most probably DLJ will continue their buy, Jay and Bret may place a short term buy or short term speculative buy. even an "accumulate" is better than "neutral", so we'll see.

To: Tim Bagwell who wrote (6451)	10/25/1997 8:43:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 25960

Tim, <<(d) Tim, Tim. If we have a family that can afford a $2,000 computer, how many families can afford a $1,000 computer - two more families? Darrell, Darrell. Low cost PC's are not using PII chips. Add to that the fact that corporate clients are happy with P166's and you find that this affects the future growth of new fabs. Intel may not need to ramp new capacity for PII's as quickly if older technology is enjoying a longer market life.>> my point as well. Intel has avoided the lower margined lines. Those lower margined lines are being aggressively attacked by its competitors, namely Cyrix. whether the business goes to Intel or Cyrix is not important. the business expands as more people are able to afford a lesser cost system. Europe, South America, Mexico, China, in point. hey, i've got better things to do than sit on this computer answer comments, and so do you.

To: Tim Bagwell who wrote (6451)	10/25/1997 12:10:00 PM
From: Jess Beltz	Read Replies (1) \| Respond to of 25960

All, it seems things are a bit testy on the thread today. I for one have not seen enough direct references to personal ancestry, although I think Bruce's remarks to Sal come fairly close. That's the kind of direct scathing hatred that perks one up. Very refreshing! Look, many of us have 10's and 100's of thousands of dollars riding on this puppy. We have been through a lot because of bullshit rumors circulated about the company, and it IS clear that there are individuals and firms with both the vested interest and power to temporarily manipulate the price of these shares. Fleckenjerk is just one more example of an individual with a potential position (short) that has a reason to see the company tank further, and so he shoots his mouth off about things he knows nothing of. I agree with Mason's comments of a few days ago, however, that we should consider seriously and intelligently those who have, shall we say, disheartening information or views, as long as they have some legitimate reason, either factual or hypothetical (with attendant reasoning.) Vague innuendo can be dismissed summarily, but it is a dynamic and evolving marketplace out there, with constantly changing competition and business environment. There is no wisdom in shooting the messenger. jess.