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

To: John Bloxom who wrote (12492)	1/11/1998 3:03:00 PM
From: Angela	Read Replies (1) \| Respond to of 25960

It seems like SI is not quite over Friday's attack yet. Does anyone else have trouble getting in? Anyway, I found a good article on Electronic News -- basically a survey of Capital Equipment (CE) companies and analysts about what 1998 will be like for CE. The article says the two big trends for 1998 will be 16MF

To: John Bloxom who wrote (12492)	1/11/1998 3:21:00 PM
From: Angela	Respond to of 25960

It seems like SI is not quite over Friday's attack yet. Does anyone else have trouble getting in? Anyway, I found a good article on Electronic News -- basically a survey of Capital Equipment (CE) companies and analysts about what 1998 will be like for CE. The article says the two big trends for 1998 will be 16MB DRAM to 64MB DRAM and .35 micron to .25 micron. They think the move to 300 mm wafers will be left to 1999. ASMLF says they are booked to capacity. The article also has some good information on the Asian situation. sumnet.com About the market -- IMHO even though it was the Indonesian situation that sparked Friday's selloff -- I don't think anyone is really worried about Indonesia affecting our market or the global market. The fear is whether or not this means it will spread to Japan. I'm looking to Tuesday after close (like a lot of other people) to see what Intel will post and say in CC. I agree with what you are saying about the weak holders leaving Cymer. Regards, Angela