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

To: Aaron Zuckerman who wrote (15743)	3/11/1998 9:07:00 PM
From: John Bloxom	Read Replies (1) \| Respond to of 25960

Nice article today on the DPMI deal with Hundyai (sp?) mentioning DUV and the migration to .18. Would post a link here if I knew how but, alas, I am incompetent in such matters. It's on the wires under DPMI for any who may be interested. Regards, John

To: Aaron Zuckerman who wrote (15743)	3/11/1998 9:15:00 PM
From: Edward A. Fitzpatrick III	Read Replies (1) \| Respond to of 25960

Aaron: I think CYMI will track the sector in general on the downside, but with a small float and strong earnings I think it will outperform the sector by a wide margin when more lasers are in production and service revenue kicks in. I think todays margins of 12.5% will look paltry when the service revenue becomes a meaningful addition to NI. In my opinion, we are forming a strong base. The weaker hands have been flushed out and the big money has not even begun to buy in. In 2or 3 yrs time, people will be talking about the "lucky SOB's that bought CYMI under 20. Hope to see you all there. Ed