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

To: j t jackson who wrote (20678)	1/22/1999 7:06:00 AM
From: orkrious	Respond to of 25960

Re ASLMF's current backlog The backlog may be down to 51 units, but the market is forward looking enough (6-9 months) that all that is needed is for a higher stock price is the perception of improving backlog 6-9 months out. That is why we've gone from 6-22 in three months. As long is conditions continue to improve our stock price will continue up. Most people expect a rapid semi equip pickup when the improvement actually begins. Consequently, as that happens, the stock price should increase commensurately. Jay

To: j t jackson who wrote (20678)	1/22/1999 7:35:00 AM
From: orkrious	Read Replies (1) \| Respond to of 25960

Also re ASMLF, interesting post on the MU thread. Message 7415268 Did you see the latest from ASLM? They stated Samsung and Hyundai are buying a lot of the new /5000 DUV steppers while Micron is "slowly" upgrading (in Italy). Wonder about the rumor that the Korean's had no money for upgrades. Nice to see that Samsung is now shipping 1 million parts per month and that Hyundai's cycle time, in Korea is <45 days. Looks like by June of 99 Hyundai will increase shipments by 100% with their new generation of die; fully loaded fabs in Korean (both 6& 7) and it will be in Eugene by March 1.Competion is getting fierce.