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

To: Yakov Lurye who wrote (17208)	4/28/1998 5:41:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Y., RE:Looks to me that it is being slowly phased out, integrators are gradually reducing on-hand supply (i.e., new orders for 5000 will come at lower rate than installations), while waiting for series 5010 and Orion. Which means to me that we may wait till autumn for the turnaround. That's what I see also. Considering the WIP at stepper makers, there seems to be enough non-advanced steppers at integrators to satisfy near-term demand. With the industry beginning a shift to scanners next year it's likely that most chip makers will be ordering high-throughput, high-NA advanced steppers for mix and match purposes, which means using the 5010 series instead. The turnaround may come with the introduction of Orion. Deahna was impressed with the relatively small increase in selling price for the 5010. The selling price of the Orion may knock his and other analysts' socks off, if the number we heard on the thread proves true. Sounds like you have a good strategy for buying. ASYT is an excellent long-term purchase also. I got pretty lucky with it last year for my and my sister's accounts. :-) Bob BTW, did you notice these interesting comments by Deahna posted earlier by Rustam? Part of the reason for last year's order backlog was that Nikon was very aggressive in purchasing lasers from Cymer in a disasterous attempt to stockpile lasers and prevent the other stepper manufacturers from achieving their production goals. When Japan and Asia went bad (plus their own manufacturing problems), they got skewered with a huge inventory which they are only now paring down to a manageable level.