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


To: Dwight Griffin who wrote (15490)3/5/1998 10:04:00 PM
From: Tsaen Wang  Respond to of 25960
 
Here it is,
"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).



The rest are ASMLF love fest. Morgan's 12 month target $113.
sees revenue increases 60% in current FY.