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

To: Nevin S. who wrote (21694)	4/14/1999 8:59:00 PM
From: Investor2	Read Replies (1) \| Respond to of 25960

RE: "Curly, we could sure use some words of wisdom or encouragement about now." There's no way that I can come up with Curly's enthusiasm or level of encouragement, but I do think that CYMI is worth a shot at these levels. My limit buy order was filled today. Best wishes, I2

To: Nevin S. who wrote (21694)	4/14/1999 9:19:00 PM
From: Bill Hermesmann	Read Replies (1) \| Respond to of 25960

NOT hearing from Curly at this juncture may be a more favorable development.

To: Nevin S. who wrote (21694)	4/15/1999 5:00:00 AM
From: Mani1	Read Replies (2) \| Respond to of 25960

Nevin, Re<<It looks like the long awaited semiconductor recovery is finally emerging yet CYMI is still stuck the bargain bin.>> Believe it or not CYMI is still suffering from high inventory levels of their lasers at the stepper makers sites. Also conversion from 0.25 to 0.18 does not require a new laser from Cymer. IMHO competition is still a non event and Cymer is still a king by a long shot. The demand growth for Cymer's laser is not very fast and it only going to slow as more fabs going to go to 0.18 and even more so when the conversion to 300 mm size wafer happens around 2001. After all one stepper, cranking fifty 300mm wafer per hour at 0.18, can go a long way. For Cymer to grow they must increase their ASP (maybe hard since there are competitors) and increase their revenues from maintenance and spare parts. The latter should be easy and I am looking to as high as 30% of overall revenues within a few quarters. All and all CYMI is a good long term buy at these levels but not really a "slam dunk three bagger in 12 months" as Curly says (Hi Curly :) ) Mani