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

To: Yakov Lurye who wrote (12704)	1/15/1998 10:37:00 PM
From: Apple12	Read Replies (1) \| Respond to of 25960

Found this today, Does this Canon system use a Cymer laser. I hope so! Canon USA, Inc. revealed last week that its 300-millimeter FPA-3000EX3L deep-ultraviolet (DUV) wafer stepper became operational at the International 300mm Initiative (I300I) facility in Austin, Texas. The company also revealed that the new stepper has been accepted by I300I and Intel following a successful performance test in which the EX3L exposed more than 1,500 12-inch wafers without failure. Due to the consortium's limited funding, Intel purchased the machine for use by I300I under a one-year contract that will allow sharing of resulting data with all member companies. Intel will also develop its own exclusive processes on the stepper. Earlier this year, Selete, a 300mm development consortium of Japanese major IC manufacturers including new member Samsung of Korea, installed a Canon EX3L at its facility. Two Selete and I300I member companies also have Canon FPA-3000EX3L steppers in place; these companies were not named. More, Several other industry analysts weighed in with their equipment forecasts briefly during a Jan. 7 panel at the ISS. For 1998, they all came in between the VLSI Research and Dataquest forecasts. Ms. Billat predicted 2 percent industry growth for 1998 and 15-20 percent growth for 1999. Brett A. Hodess, managing director at NationsBanc Montgomery Securities, called for 5 percent 1998 growth and 17 percent 1999 growth. Jay Deahna of Morgan Stanley forecasted growth of 7 percent in 1998 and 15-20 percent in 1999. And H. Elliot Rogers, Jr., managing director of Deutsche Morgan Grenfell Technology Group said growth would be 10 percent for 1998 and 30 percent for 1999. "1999 could be a phenomenal year," Mr. Rogers said. All four analysts agreed that the oversupply of DRAM will continue through 1998.

To: Yakov Lurye who wrote (12704)	1/15/1998 10:39:00 PM
From: TideGlider	Read Replies (2) \| Respond to of 25960

Yakov: It isn't the less than 10% one day decline. It is the continual decline since September. Some folks just don't have the funds to average down every week. This is nasty....what a change..http://suretrade.stkwtch.com/Weekly/Secop/CYMI.asp?plan=N This stock is used like a baby kick'n'bleed... Hope to see better days... TG

To: Yakov Lurye who wrote (12704)	1/15/1998 10:44:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

RE:Bought CYMI @ 15.25 at the end of the day and feel quite good about it. I thought I was sooo clever for purchasing more before the New Year under $15. <g> Whoever wants my shares, will have to pry them from the clutches of my bloated stinking corpse. I'd also take $100/share however. <VBG> I'm thinking 2001 or so. Bob

To: Yakov Lurye who wrote (12704)	1/16/1998 12:15:00 AM
From: Douglas W. DeVries	Respond to of 25960

Yakov: I too bought some CYMI @ 15.50 today. I don't know if I feel good about it now but I know that I will once this convertible debenture debacle is out of the way. I believe it is still primarily the short interest hedge associated with these debentures that is holding us all back. What luck, they enter the short positions at the Needham pull-out and add to them aggressively as the Asia crisis unfolds. They're sitting on such fat gains that they can afford to get cocky and push this stock down any time that it gets any upward momentum, since they can count on another rehashing of the Asian financial crisis in the next couple of days from the media to protect their position. Initially I was thinking that there might be some significant covering this month but I think that the only thing that can cause significant covering in the near term is a MAJOR upside surprise at the end of the month with an upbeat conference call to boot. I hope these shorts can't continue to play this tune until it results in a long-term capital gain. If 1998 plays out poorly for the markets and these shorts are able to wait to cover the bulk of their positions until February 1999 or later (18 month holding period related to post debenture issuance short position held since August 1997) I am afraid that none of us will see the near-term appreciation in our holdings that we are all hoping for. That said, I hope management is working hard on their presentation at month end. All I can say is that I hope they surprise the hell out of the analysts with earnings and the reality of their market position over the next decade. Doug