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

To: BillyG who wrote (20323)	12/4/1998 2:10:00 PM
From: Curlton Latts	Read Replies (3) \| Respond to of 25960

Rowan sees strength in DUV equipment sales this coming year and comments that CYMI's 6000 is twice as strong as the next closest competitors machine. The 80% market share number has always been a low number relative to reality - I believe CYMI still maintains 100% market share for actual production units. That being the case, I am not at all surprised to see an ASP of $875,000 and the only question is how much higher that number could jump once chip-makers realize this equipment is critical to their survival. Santa Claus rally here we come? - Followed quickly with the compounding "January effect" build on. Then - The Master Of The Universe Knucklehead Smith 4.0 Million Shares Short In 60 Days Regardless Of Price Man's Tsunami liquidation from the clamp down on hedge funds initiated by LTCB's failed antics and hedge fund investor frantic flight from like investments. Just a thought. Good Luck To Each And All Curly ~~~~~~~~~~~^^ [6.6] .......> [_]

To: BillyG who wrote (20323)	12/4/1998 10:44:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

It's likely that chip vendors will continue to make progress on die shrinks. Though mask sets and photoresist materials will pose a challenge starting at the 0.18-micron generation, the industry has been able to clear a path down to 0.1 micron by extending KrF steppers to 0.15-micron line widths. Meanwhile, much of the groundwork has been completed for next-generation ArF steppers, observers said. The aggressive shift to smaller line widths is also helping to fuel speculation that the equipment industry will see a resurgence of orders in the second half of 1999. There's a growing perception that DRAM companies will have to spend more on equipment for finer line widths as prices recover and the industry moves to more advanced DRAM technology. eet.com