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

To: Ian@SI who wrote (18889)	7/31/1998 4:37:00 PM
From: Curlton Latts	Respond to of 25960

CYMI has ~100% of the DUV lasers in production market. Those with no credibility that make self-serving unsubstantiated comments to the contrary are doing so in the desperate attempt to make some kind of short term saving impact on their lost short position. The stakes are really heating up because the business environment for CYMI is about to get much better (ala AMAT CEO statements) and if you look at the numbers CYMI has chip shot earnings expectations out there and the prior year numbers their going up against are really easy to beat by a strong margin which will make their growth rate look strong. Good Luck To Each And All Curly ~~~~~~~~^^ [6.6] .....> [_]

To: Ian@SI who wrote (18889)	7/31/1998 4:41:00 PM
From: Zeev Hed	Respond to of 25960

Ian, thanks for the compliments, I personally shun confrontation, there is absolutely nothing to win, except vane ego satisfaction. In your zeal to prove the point that Komatsu and Lambda are not factors (I point which I agree with), you read to fast over my post: I said: "One of these days, both Lambda and Komatsu will be valid competitors, if they keep investing through the next down cycle in development." And later on I suggest that it might be doubtful if they can stay the course. Zeev