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

To: WWS who wrote (16071)	3/27/1998 11:52:00 AM
From: Tulvio Durand	Respond to of 25960

Kurlak presents a compelling argument for cheap chips: "the price points of the boxes are coming down so low it is putting pressure on chip companies to lower prices to do business with the PC companies. They have to cut prices, or somebody else will," Implications for CYMI are positive. Cheap chips means smaller and smaller print areas and higher production throughput. To produce them requires the new generation of DUV-laser equipped scan-and-step tools. Chip makers who don't upgrade fast enough will lose market share and may be forced out of business. The race is on. Chip makers will insist on a lot of hand holding from the tool vendors as they transition to the 0.25 micron and smaller dimensions. Cymer's world wide support system looms as a big positive. CYMI is well positioned with the right products and services at the right time. Tulvio