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

To: orkrious who wrote (20345)	12/8/1998 7:32:00 PM
From: WTSherman	Respond to of 25960

All of this is great news, indeed, for those of us who have held on and even added during the big downturn. But, I still think this is only the beginning. There will be an irresistible momentum behind smaller die sizes that will compel even cash poor semi mfg to make the move. The yield improvement from cutting the die size of any IC is exponential. Once market leader in any semi category get significant production underway at sub .25 it will force their competitors to follow suit or die. CYMI has a virtual monopoly on this for the next few years and should profit hugely from the downhill rush that will follow...