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

To: Andrew Vance who wrote (15039)	2/25/1998 4:03:00 PM
From: Alex Abuin ?+!=$$$	Respond to of 25960

Ladies and Gentlemen, we are witnessing the convergence of a number of factors which, together, make DUV lithography a reality for years to come. This opportunity is, in my opinion, a once-a-decade chance to get in at the start, before the big run-ups, before the major institutional buying. In my years of investing, rarely have I been so well located at such an early point in a field with great prospects. This company just went public, if you think about it. Brokers and the great Den of Thieves haven't even heard of this gem yet. Think BIG, think 2005 and sitting on a several 1000 % gain. I'm not hyping....I've been there, busted and out, wasted chances, sold winners early, way too early years ago. Everything is telling me this one is right. Anxiously waiting to short AOL all the way down.....but when?

To: Andrew Vance who wrote (15039)	2/25/1998 4:04:00 PM
From: Brad Rogers	Read Replies (1) \| Respond to of 25960

Andrew, So, bottom line, is what you're saying (trends in use of UV lasers) bullish for cymer? thanks, Brad

To: Andrew Vance who wrote (15039)	2/25/1998 4:31:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

Andrew, Thanks for the historical recap. I agree that it looks very positive for CYMI if the DUV cycle gets extended, since they are at the heart of it. What is the likelihood of DUV equipment being upgraded rather than replaced? e.g. new CYMI laser and new lens to produce finer resolutions? Also, do you see this extension of the life expectancy on DUV accelerating the move toward larger wafers? If your equipment would be in use longer, you might want to develop it for larger wafers from the outset. Baird