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

To: Zeev Hed who wrote (17136)	4/24/1998 11:24:00 PM
From: BillyG	Respond to of 25960

INTC going to .18 micron in 1999 and .13 micron in 2001-2002............ techweb.cmp.com INTEL TO 0.13-MICRON IN '99 [Note: Headline should read .18 micron] Intel's big move in the factory next year will be to the next-generation 0.18-micron process technology. "We are now planning for a massive ramp-up of 0.18-micron technology for mid-'99, and the bulk of this year's planned [$5 billion] in capital spending is targeted at that" shift, says Craig Barrett. In Manhattan on Wednesday to talk with Wall Street, the soon-to-be CEO says the chip giant is now qualifying its 4th fab for its 0.25-micron process, which will be used for all MPU production by the end of '98, Rick Boyd-Merritt and David Lammers report in EE Times. BUT NOT 'TIL 2001 FOR 300-MM Intel's transition to next-generation 300-mm wafers is another story. Its move next year to 0.18-micron technology will on 200-mm wafers, so the shift to the larger platter probably won't come until its shift to 0.13-micron technology, which will occur in the 2001-2002 time frame. "It's taken a lot longer than anyone thought to get to 12-inch wafers," notes Intel's Gordon Moore. "At one time we thought [the shift] would come at 0.25 micron, then at 0.18 micron," he says. "Now we think it will come at 0.13 micron." The move to 300-mm will be an expensive one for Intel. The company currently reuses as much as 64% of its capital equipment when it brings up a new process, but the switch to 12-inch will require purchasing nearly all new fab gear, Moore notes.

To: Zeev Hed who wrote (17136)	4/24/1998 11:26:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Zeev, I hate to question your TA abilities, but back on the day after earnings last Q(Jan. 30, 1998) you predicted, "Short term, I think that the stock action today actually stunk, it opened at the day's high and I think there was a lot of distribution. My next two to three months forecast is still for 13 or so. And that, has nothing to do with my very positive long term outlook." Message 3307396 I'm not a believer or practioner of TA to begin with, but what is the basis for your current forecast. If you could go into greater detail about it, that would fabulous. I'm not sure I understand the principles involved. TIA, Bob

To: Zeev Hed who wrote (17136)	4/25/1998 2:20:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 25960

As for adding to CYMI, I am not sure, it should have held 24/25, it broke through and some "technical damage repair " is called for, it could drop as low as the low 19, before it gets back on its feet. Zeev -- I don't do TA, but I agree with your prediction, just the same. I recall the stock staying in the 20-21 range for quite some time and I suspect lacking any news it'll drift and then stabilize there. Pure guessing on my part. I'm sure any industry optimism would send it up in seconds. Later -- Pat