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

To: FJB who wrote (20938)	2/1/1999 9:00:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Robert, I was very positively impressed by the CC. I wonder how the market will react tomorrow. They see black ink "almost" for sure in the second half. How concerned are you about the 280 5000 units in the channel, what if the end user wants to upgrade these, who "eats" this cost? They were quite firm that they are finished with inventory write offs, does it means that ASM and the rest will eat these upgrade costs? How many systems do you think might be involved, 25%? Zeev