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

To: Gemini who wrote (18346)	7/4/1998 8:54:00 PM
From: Proud_Infidel	Respond to of 25960

Re:Like Intel, make Cymer a household name This would have a zero net effect for CYMI since households purchase 0 DUV lasers in any given year. AMAT has done quite well for itself and is not a well known company except for those on Wall Street and the technocrats in the industry. CYMI must convince WS of its pivotal role in enabling the machines of the 21st Century- that is what Morgan of AMAT has done and it's quite evident though a glimpse of its stock history. BK

To: Gemini who wrote (18346)	7/4/1998 11:28:00 PM
From: FJB	Respond to of 25960

Allan, RE:WHY is Cymer sitting close to its 52-week low? The simple and best answer to this is the lack of capital available to the money losing Korean firms and recent spending cutbacks by the Taiwanese. Please click the second link in the following post for more info. Message 5099892 Cymer will do very well, but we need the DRAM market to turn around. This will take awhile unfortunately. Bob

To: Gemini who wrote (18346)	7/5/1998 1:15:00 AM
From: Jacob Snyder	Read Replies (2) \| Respond to of 25960

re: "It makes absolutely no sense to me " It makes perfect sense to me. The announcements of ramp-up to .15-.18 are like similar announcements re 300 mm, copper, planned fabs by Korean companies with no cash (and no credit, and debt/equity ratios of 500%), etc. They are all just wish lists, and subject to change based on market conditions. When the market conditions improve(or just look like they might improve within 12 months), so will CYMI. Right now, things look bad for as far out as anyone thinks they can see (end of 99). In mid-May, the Street began to realize that the hoped-for upturn at the end of 1998 wasn't going to happen. Spending money on PR is pointless for Cymer. The market is pricing this stock correctly at this time.