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To: Andrew Vance who wrote (10976)	1/29/1998 9:24:00 PM
From: Trader X	Read Replies (2) \| Respond to of 17305

re CYMI, competition heating up? One of the things I found interesting from the Fool artical I copied to here yesterday was the prospect of CYMI's clients organized effort to create a number two supplier, which may or may not hurt the bottom line down the road. "Cymer should also see increased competition from Komatsu and Lambda-Physik. Cymer's customers are working with its competitors' lasers as part of a sensible move to nail down a second supplier. " BUT, with CYMI trading at 16x '98 earnings estimate, and the long range growth of DUV photolithography estimated at 30-40%, it does seem that CYMI is at VERY attractive valuations. I think the stock could triple from the current price of $15, as ALL the air is now out of the stock. However, I get no signal that the trend is not still down, as yet. I keep watching, and waiting for that moment. -Kevin