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

To: chaz who wrote (11886)	12/23/1997 9:03:00 PM
From: Czechsinthemail	Respond to of 25960

chaz, Higher dollar to foreign currency comparisons will no doubt make exports harder for international customers to afford. The big question regarding CYMI is the extent to which semi companies can afford to forego the equipment they need for 0.25 um production. If they can't afford not to afford it, they will prioritize the funds necessary to make the purchases. I think this is a major plus for CYMI. They are strategically placed at a point where the semi market has to go. While other semi equipment purchases may be cancelled or deferred, critical purchases will still have to be made. While I think the market has extrapolated news and fears of plant and project cancellations, I think the actual facts will be that CYMI will enjoy a great deal of growth resulting from the upgrading of existing fabs. I think the company has been significantly oversold. It represents a great opportunity going forward. Baird