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

To: Brad Rogers who wrote (15041)	2/25/1998 4:10:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 25960

Yes the trend is very bullish for the use of DUV lasers now and down the road. CYMI has a dominant market position. Not that the 2 are tied together but ASMLF has gone beserk over the last few trading sessions and it all can't be related to the i-line step and scan. CYMI is a misunderstood stock and when it runs it will run as fast as it fell, IMO. Alex-I am in full agreement with you especially when you use the 2005 timeframe. There is a tendency to think real short term and not positioning for greatness down the road. If anyone wants to make a decent comparison, check the growth of INTC, MSFT, and DELL over the past 4-6 years. Dure they had their downturns but you would have to be dead and in your coffin 6 feet below ground not to understand that CPUs, Computers, and Operating Systems would not be dominating our lives for years to come. Jumping on those bandwagons were quite profitable (especially DELL which is up 20X in less than 4 years). The same holds true but to a lesser extent with CYMI. This is the beginning of a shift away from the traditional UV sources and the beginning of a new generation of technology. You are essentially being given an opportunity to get in on the ground floor. Andrew