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

To: John A. Stoops who wrote (12726)	1/16/1998 9:17:00 AM
From: TideGlider	Respond to of 25960

You may not see 14.75 this am....it will open higher IMO

To: John A. Stoops who wrote (12726)	1/16/1998 9:22:00 AM
From: Robert DeHaven	Read Replies (3) \| Respond to of 25960

MORE Digging....NEC plans to delay 300mm wafer plant for at least a year due to weak demand for memory chips and high equipment prices....which are more than double those of existing equipment. NEC will will squeeze more profit from existing 8 inch wafer facils....side note Intel appears intent on an earlier rather than later introduction of 300mm lines.... Just for information...source ING. bob

To: John A. Stoops who wrote (12726)	1/16/1998 10:50:00 AM
From: Gary Hoyer	Read Replies (1) \| Respond to of 25960

I think the current stock price reflects the Fleckenstein factor, namely that Cymer's business will completely STOP by 2Q. I think that even if Cymer reports a temporary slowing in orders it will be a relief to the Street. Secondly, the BIG chip companies in Japan (ie, NEC, Toshiba, etc) are NOT dependent on the Japanese banking system for capital. It's only the small to medium sized companies. Capital availabilty is not the issue, it's price and supply and demand for chips. So I would push the capital availability crunch to the buyers of chips not the makers of chips. Therefore, many of the smaller companies that buy Japanese chips may not be able to get the capital to expand thus reducing the chipmakers revenue and desire to expand. Gary.