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

To: FJB who wrote (15131)	2/27/1998 2:20:00 AM
From: Yakov Lurye	Read Replies (2) \| Respond to of 25960

Bob, interesting that LP's estimate for laser market in 1998 is $250M to $350M. That's quite bullish - 500-700 lasers at 500k/laser (which in itself is a premium of 15% over the last year price of 440k for series 5000 CYMI laser). If they are right, CYMER with its 90+% share is in good shape... Very short-term though, I suspect that we'll see a negative reaction to AMAT's announcement tomorrow (in addition to resistance at 330 level for SOX and VLSI warning). This doesn't bother me too much anymore - all my CYMI stock is now in IRA. Regards, Y.