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

To: Curlton Latts who wrote (21306)	3/13/1999 1:26:00 PM
From: Joe Dancy	Respond to of 25960

Merrill has Cymer as a buy long and short term - and it appears the industry is on the upswing. CEO of mask maker AlignRite recently said his customers and industry contacts indicate a steady improvement. Finer features should help CYMI in particular IMO. FWIW CEOs general comments (audio) are at audioinvestor.com

To: Curlton Latts who wrote (21306)	3/14/1999 9:39:00 AM
From: Zeev Hed	Respond to of 25960

Curly, I pulled the following from the RMBS thread, I thought this thread would like to know. Now, $167 MM is not particularly huge (not even a new 20,000 wafer start/month fab) , but I guess any increase in spending by the semi should be welcome (G). Zeev Kobe Steel, Micron to Spend 20 Bln Yen to Boost DRAM Capacity Kobe, Japan, March 14 (Bloomberg) -- Kobe Steel Ltd., Japan's third-largest steelmaker, and Micron Technology Inc. of the U.S., the No. 2 maker of computer memory chips, will spend an extra 20 billion yen ($167 million) during the year 2000 to expand production capacity at their joint venture in Japan, the Nihon Keizai newspaper reported, without citing sources. With the investment, which will fund new production lines at their KMT Semiconductor venture, the companies plan to be able to make more than 10 million 128-megabit dynamic random-access memory chips a month during 2000, making it Japan's largest maker of the DRAM chips. KMT is likely to post pretax profit of 1 billion yen in the year ending this month, after several years of losses, thanks to a recovery in DRAM prices since the final three months of last year, the report said. Kobe Steel, which forecasts a second straight net loss for the fiscal year ending this month, last month appointed Vice President Koshi Mizukoshi, 60, its new president effective April 1, as part of a drive to regain profitability. 01:57:52 03/14/1999 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P. Any redistribution of Bloomberg content, including by framing or similar means, is expressly prohibited without the prior written consent of Bloomberg L.P. Any reference to the material must be properly attributed to Bloomberg News. The information herein was obtained from sources which Bloomberg L.P. and its suppliers believe reliable, but they do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities or commodities.(C) Copyright 1999 Bloomberg L.P. BLOOMBERG, Bloomberg News, Bloomberg Financial Markets, Bloomberg Television, Bloomberg News Radio are trademarks, tradenames and service marks of Bloomberg L.P.