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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (4922)	2/25/1998 2:14:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 10921

Gottfried: A significant development you report! It makes me wonder who the generic winners and losers will be if this works as well as indicated. I guess the first question is how soon this technology would be in production. Second, which technologies will get a push from this development. Not being an engineer myself, it's hard to say, but maybe CMP, copper, automation? Who has an idea? Geoff Wren

To: Gottfried who wrote (4922)	2/26/1998 7:57:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Andrew Vance recopied the full news article about the U.T./Wilson/DPMI breakthrough on the General Litho page. I don't get the big excitement over DPMI. A great company, but the big news is not the masking, but the system that drives a 193nm laser to .08um line exposure. Sure this is good news for Cymer, but way too early for any impact on its share price. I think a lot of the Dupont spin came from the fact that it was announced to investors under the DPMI rubric. I know I found out about it through a news service, under the DPMI symbol. The one question about Cymer (and the DUV stepper/scanner companies to a much lower degree) that this answers is what I think of as the REAL Y2K question, that is, what are these companies going to do for earnings in the year 2002? The longer DUV technology can be extended, the longer Cymer is going to have to develop a way to make money after the demand for DUV lasers stops growing and then, eventually (one would suppose) peters out. However, people who think this is strongly bullish for DUV litho issues are kidding themselves. I guarantee that there will be another debacle in the semi equipment sector, such as the one last October, before earnings from .08um technology comes close enough in time to be discounted significantly into the share price. But it might give them a momentum boost in the short term. Remember how Cymer hit 50 in sheer excitement over DUV technology. On other fronts, Asian markets were up broadly last night. Should be another plus day, I'd buy and hold 'em today, folks.