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

To: ScotMcI who wrote (13822)	2/1/1998 1:34:00 AM
From: Czechsinthemail	Read Replies (2) \| Respond to of 25960

The Koreans may have to offer stock to get the machines. If it works out, it would give the DUV manufacturers some equity participation in the Korean chip companies and keep production and sales moving. With the Korean stock market strengthening recently, that might be an attractive deal. It would certainly be nice for CYMI to have the pipeline flowing rather than slowing. Baird

To: ScotMcI who wrote (13822)	2/1/1998 6:22:00 AM
From: brasilbound	Read Replies (1) \| Respond to of 25960

Scott: You either have one killer speech recognition package (S-to-T) or have enormous amounts of time to kill...how many words do you type per minute? Thanks for the hard work either way. By the way...if any of you haven't checked out Scott's profile page...its a must. Make sure to have your audio up. Great tune, scott.

To: ScotMcI who wrote (13822)	2/1/1998 7:02:00 AM
From: Lex Luther	Respond to of 25960

A quick note on Carl Johnson from Infrastucture: I just recently subscribed to his publication and had the opportunity to discuss the CYMI prospects going forward and he has a very thorough understanding of CYMI's business and their laser and he indicated that part of of their system included an optical lense that had a useful life of appox. one (1) year. Well this lens replacement cost is somewhere in the area of $100 grand according to Carl, and I'm sure that CYMI will eventually improve the reliability of this component but it would also seem that this HIGH COST comsumable will generate a whole lot of dollars down the road! This would be in addition to those gas cylinders that must hold the argon that have to be replaced periodically. Can anyone else shed any light on this subject? Thanks!