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

To: John Fedak who wrote (15487)	3/5/1998 8:54:00 PM
From: Elroy Jetson	Respond to of 25960

I leave for the afternoon and the market is down even more, apparantly right before the close. I'll buy again when it turns around.

To: John Fedak who wrote (15487)	3/5/1998 9:19:00 PM
From: Dwight Griffin	Read Replies (1) \| Respond to of 25960

Can you give some of us non-members a summary? Thanks in advance! <Upbeat article on undervalued semi's. CYMI mentioned. Must be a member to access the article. >

To: John Fedak who wrote (15487)	3/5/1998 11:29:00 PM
From: JR	Respond to of 25960

it's the secondary names that are popping up as buying opportunities. "Intel may be a bellwether, but it can't stop Moore's Law," says Robert Chaplinsky, an analyst with Hambrecht & Quist. He elaborated that even though the major chip makers' earnings aren't up to par, their capital spending levels have held steady. And these expenditures are helping the industry make the transition from last year's chip-making technology -- chips with circuit widths of 0.35 microns -- to the new, state-of-the-art technology, in which chips have widths of only 0.25 microns. "As chip manufacturers make the transition from 0.35 microns to 0.25 microns, 75% of the tools used in the plant stay the same," points out Jay Deahna, a semiconductor analyst with Morgan Stanley Dean Witter. "The one item that needs to be upgraded is the lithographic components." And that's good news for lithography companies like Silicon Valley Group (SVGI:Nasdaq), Cymer (CYMI:Nasdaq) and Photronics (PLAB:Nasdaq). "My favorite here is ASM Lithography [ASMLF:Nasdaq] because it is the market leader in the more advanced 0.25 lithography market," says Deahna. Makers of integrated chips use lithography to create microscopic circuitry patterns on semiconductor wafers.