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

To: TI2, TechInvestorToo who wrote (15633)	3/9/1998 4:06:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 25960

Please explain or provide more information on: ... Lamda fell down since they provided poor service (hey what was a day or two of downtime) ... Laser replacement cost is 50K$/3mos Is first statement in reference to the Lambda Physik DUV laser? And if so, was it in connection with pre-production testing, or what? Does second statement mean that Cymer's 260 DUV lasers now in fabs will produce $50K X 260 = $13 million every three months in replacement parts revenue? Tulvio

To: TI2, TechInvestorToo who wrote (15633)	3/9/1998 4:15:00 PM
From: Elroy Jetson	Respond to of 25960

Tech stocks stunk up the place today. No declines worth buying on, but gradual erosion everywhere - leading me to take my 2 point profit in Ascend, my only holding. It looks like cash for a while. How long do we have to wait for a change in sentiment? 2 weeks? Earnings warnings should almost be over.

To: TI2, TechInvestorToo who wrote (15633)	3/9/1998 5:52:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

RE:New higher power 248 laser is 2x price but only 20% more stepper thruput(because of overhead) so customers think new price is unfair. 2X, that does seem a little steep. This is something a monopoly would do. <G> But seriously, hope they don't upset their customers the way Intel or Microsoft does. Are you certain of this 2X price for Orion? Are you certain of the $50k/laser every 3 months as a service revenue stream? If you answer this last question yes, I'll sell other long positions to buy more Cymer. Bob