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

To: Zeev Hed who wrote (21180)	2/24/1999 10:25:00 PM
From: Alan Gallaspy	Read Replies (1) \| Respond to of 25960

Actually, Zeev, if polymer transistors can become viable, the will probably be cranked out on something like an ink-jet printer and may not have any lithography involved. They would be used in applications where there is about 1/1000 the performance of Si at about 1/1,000,000 the cost. See for example lucent.dk This kind of stuff is so crazy and far out that Cymer will be at $500/share before any of this finds its way into a commercial application.

To: Zeev Hed who wrote (21180)	2/25/1999 12:11:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25960

ZH.. some excellent points..and additional support for the idea of owning CYMI..if anyone needed any. As for GaAs, however, methinks your comments, which seem a bit negative, might defer folks away from some excellent alternative investments.. VTSS, for example, has been running better than a 40% growth rate by emphasizing GaAs principally for comm and testers.. iqc.com At least one of the little chip testers, LTXX, is up 400+% since the Oct lows, relying on the GaAs chip for the heart of the "SoC" test equipment. GaAs may not take over the world, but they have a strong niche, which offers some excellent investment opportunities, imho.. dlo