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

To: Zeev Hed who wrote (15205)	2/27/1998 11:25:00 PM
From: Mr. Aloha	Read Replies (2) \| Respond to of 25960

I know.. I know... (OFF TOPIC) Can someone help me with this question? If you are not allowed to sell a product in a certain State because someone else has the territorial rights for that State, can you sell the product over the internet and incorporate in the same state. My understanding is the internet doesn't reside in any particular State. I would appreciate ANY input on this at bbuck@pixi.com Aloha

To: Zeev Hed who wrote (15205)	2/27/1998 11:29:00 PM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Damn Zeev...that is hard to take ..<VBG> TG

To: Zeev Hed who wrote (15205)	2/28/1998 3:00:00 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 25960

Zeev, what's your take on the direction of semis in general and Cymi in particular for the next 3 months? jess.

To: Zeev Hed who wrote (15205)	2/28/1998 9:48:00 AM
From: BillyG	Respond to of 25960

Zeev, great news. It's good to see confirmation of what we have been saying on this thread all along -- in order to compete, the semi companies (particularly memory-related) have to upgrade their fabs. Now that this is "news," coupled with the .08 micron announcements, it bodes well for CYMI and a host of other companies. Thanks for the link.

To: Zeev Hed who wrote (15205)	3/1/1998 12:14:00 AM
From: Tulvio Durand	Respond to of 25960

Samsung Electronics Co. Ltd. has confirmed reports that the firm had placed a major purchase order with Dutch-based ASM Lithography for sub-quarter-micron process systems to upgrade its Korean fab complex beginning in 1999. But both Samsung and ASML backed away from giving any further details after word of the big order leaked out of Europe this week. Neither company would discuss financing of the order, which reportedly would be in a nine-digit dollar range. Cymer's portion is about 10%, or a figure in the eight-digit dollar range. Not too shabby for a S. Korea order. Tulvio