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

To: Paul Dieterich who wrote (15965)	3/23/1998 11:11:00 AM
From: Paul Dieterich	Read Replies (1) \| Respond to of 25960

Lehmans bullish on .25 co.'s despite weak B to B: [excerpts] Headline: Semiconductor Equipment: SEMI Book-to-Bill Indicates Continuing Softness Author: Edward C. White, Jr., CFA 1(212)526-4744/Tolomy Erpf Company: AMAT, KLIC, KLAC, NVLS, PRIA, ETEC, SFAM, SVGI, TER, LRCX, LTXX Country: ECO CUS Industry: SEMICO Today's Date : 03/18/98 * Semiconductor Equipment and Materials International, the trade association for the semiconductor equipment industry, publishes monthly (3-month moving average) shipment, order and book-to-bill statistics.... ....We continue to recommend select companies in the semiconductor equipment sector which stand to benefit from technology buying of 0.25 micron equipment by chipmakers. The key beneficiaries of 0.25 micron technology: Applied Materials (AMAT, $33 5/16, Rated 1); KLA-Tencor (KLAC, $36 3/16, Rated 1); Etec Systems (ETEC, $55 13/16, Rated 1); SpeedFam (SFAM, $23 1/16, Rated 1); PRI Automation (PRIA, $25 25/32, Rated 1). Full article: lehman.com