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

To: Mr. Aloha who wrote (7345)	10/30/1997 1:23:00 PM
From: nycnpbbkr	Read Replies (1) \| Respond to of 25960

JUST WHAT "I HEARD" A WEEK or so ago and didn't want to post because someone may have thought it as too positive. <<Bob Akins emphasized mention of Samsung in the CC brought the unique marketing situation of Korea to mind. This in my mind is relevant as Cymer is in Samsung early and in a real manufacturing context. It's my (WAG) guess that other Korean manufacturers will follow suit if Cymer is given good performance marks by Samsung. This may be academic though as they are likely to buy non-Japanese steppers and scanners from manufacturers that seem to be supplying Cymer lasers exclusivley with their systems (ASML, SVGL, ... ).

To: Mr. Aloha who wrote (7345)	10/30/1997 1:35:00 PM
From: Darryl Olson	Read Replies (2) \| Respond to of 25960

The article references "fiscal third quarter." Does anyone know what time frame this is? Cymer's story continues to unfold as it follows the evolution of size. Be patient - the fundamentals have not changed. Morse Law will rule and will drag the naysayers kicking and screaming into the next millenium. Some have tried to argue that the Asian situation will retard growth. In my mind, the same argument should then be applied to computer chips - do you think for a moment that this will retard the movement to faster and more powerful chips? I don't think so. Competition takes no prisoners. Those that are first to market will maintain and/or gain marketshare. The market for smaller die sizes presents significant opportunity for many - there will be winners and losers. IMO Cymer is well-positioned to win during this shakeout since it appears to be the ultimate supplier to whomever the winners are. Unfortunately, there are not enough analysts/investors who fully understand this. This will change with time. This "bulb" company will eventually shine brightly and scorch a few doubters along the way.