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

To: Bryan Steffen who wrote (17546)	5/18/1998 10:58:00 AM
From: TI2, TechInvestorToo	Read Replies (1) \| Respond to of 25960

The one horse of wafer lithography is actually a small herd. DUV comes in several flavors (wavelengths), each wavelength is a new product generation. The wavelengths are 248nm, 193nm, 157 (or is it153?)nm as you creep up on EUV. CYMI has shown work on 193 and says they have intentions to remain illumination source for wafer litho - I intrepret this as extending to and including EUV. This is a reasonable pipeline of products. Everytime I hear that 248 gets extended to make sub 200nm design rules, I smile since it extends the lifetime of that product pipeline. I would be uncomfortable if CYMI at this critical time in developing their market, products, service, and technology gets sidetracked on other applications. IMO TI2

To: Bryan Steffen who wrote (17546)	5/18/1998 12:30:00 PM
From: pat mudge	Respond to of 25960

Did the mention any thing that might lead you to believe they are working on auxilliary applications for excimer lasers? I would refer you to page five of the annual report where there's a graph of their products' life cycles. Considering the size of the excimer laser market in the next 5 years and considering the company's hiring scientists and engineers at a rapid pace, I'm not concerned about what they'll do 10 years out. I'm certain they'll see the future long before I do. If John Chambers had told you 10 years ago what Cisco would be doing today, I'll bet you anything, it wouldn't resemble what his company's actually doing. Just a thought. Later -- Pat