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


To: Mr. Aloha who wrote (16326)4/3/1998 8:02:00 PM
From: neverenough  Read Replies (1) | Respond to of 25960
 
Aloha, I just received the April edition of Semi Business News. Theres a very good article on optical litho & CYMI here's a excerpt.

" For now, optical techniques keep stretching out. AMD's Siegle saw no reason why 193nm lithography with phase-shift masks and other optical tricks wouldn't extend optical through 0.1-micron production processing. " Once 193-nm lasers and photoresists are perfected for production systems, 0.1-micron becomes practical"

MIT is now working to achieve 0.07 line widths with a production system. " Rothchild said it is using a long proven production tool - a full size 22-x-32-mm field size step and scan system, the SVG Lithography Micrascan-II with the Cymer 193-nm laser.

"It now looks as if optical lithography production system will reach 0.07-micron feature size, pushing out of the way advanced technology contenders such as X-ray, extreme ultraviolet, direct write e-beam, and ion beam projection"

To summarize " To create a finer line you need the finest, purest light source..." We know who has it, now it's about time everyone else does too! Go CYMER

Nigel



To: Mr. Aloha who wrote (16326)4/4/1998 10:48:00 AM
From: John Bloxom  Respond to of 25960
 
Hi Aloha:

Been away for a while, but couldn't resist that last post.

CYMI is looking like it's running out of overhead supply here. Stock is in strong hands with a long term perspective. When you see an intraday 3 point move in a stock trading at 20, you're seeing the MM's trying to shake inventory out of the shareholder base to fill market buy orders they have in hand but for which they have no stock. The 3 point mark-up produces sell orders, and therefore inventory with which they fill the buy orders. What we have now is a situation in which a substantial portion of the overhead supply out to 3 points higher has already been shaken out and sold. This suggests a nice strong bolt to the upside in the near term. Looks like it won't take much demand to produce the move.

The best revenge here is not to sell. If the shareholders all hang tough, this issue could see 10 points higher in no time. At that price, however, it will still be terribly undervalued.

Still holding every share here. Just not for sale. Not one of 'em.

Regards,

John



To: Mr. Aloha who wrote (16326)4/4/1998 3:22:00 PM
From: TideGlider  Read Replies (1) | Respond to of 25960
 
Aloha: I am of the belief that the recent rise will be erased shortly, however the stock should move nicely after earnings provided the market holds. If the market corrects before earnings we get a pop. If a correction coincides with earnings we get an instant replay of November, with maybe a slightly smaller pullback. (your $14 dollar dream) <VBG> may not be far off. I have little faith in the market at this point and CYMI will suffer for the incredibly overpriced stocks. Seems we suffer for others frequently in this market.

The future is definitely with CYMI, but the next couple of months are going to be very choppy for the whole market. Too many garbage stocks without earnings getting incredible attention.

CYMI should be big again this summer!

JMHO

TG