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

To: Mason Barge who wrote (10182)	11/21/1997 8:09:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Yeah, and DUV steppers might be 60% of tool sales, but how would you know from that forecast?

To: Mason Barge who wrote (10182)	11/21/1997 8:26:00 AM
From: Steven Angelil	Read Replies (1) \| Respond to of 25960

Yes, their equipment sales look like they will be lower. Copier and camera sales, that it. Steve

To: Mason Barge who wrote (10182)	11/21/1997 10:49:00 AM
From: Rustam Tahir	Read Replies (1) \| Respond to of 25960

Canon Equipment Sales... That's for this year, '97. We all know Canon had trouble building the steppers this year. Besides the manufacturing hurdles, maybe their customers were waiting for the Cymer laser stepper instead of buying the older tools? Could this, in fact, be bullish for '98? Once the product transition is out of the way, sales can grow. rustam

To: Mason Barge who wrote (10182)	11/21/1997 2:49:00 PM
From: Mr. Aloha	Read Replies (3) \| Respond to of 25960

I believe they are talking about camera(etc..) sales in Japan and Asia. I don't believe they're referring to state of the art tech. With CYMER going on record saying they see strong revenue for the next two Q's, don't you think manufactures have time to work out the normal (bugs, complecations etc..) What do you make of AMAT's comments regarding strong demand etc.. It seems like CYMI, customers are ordering the product because they are testing etc.. and once the systems are working at capacity they will increase orders and manufacturing. It appears as though we are right in the middle of the transition, waiting for the manufactures to get it together and sell their systems to clients. With such strong demand, how long before we hear that DUV is ready to roll in mass quantity? With that analyst upgrades etc... 3-6 months??? Your the expert! :-) Aloha