Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (7681)	10/31/1997 7:27:00 PM
From: TideGlider	Read Replies (1) of 25960

I believe big news will be on all the wires after Monday. Upgrades of all semi stock and statements that the cuts were overdone and not thought out. It will also demonstrate the need for DUV and that the stepper forecast of sales are conservative as none of them actually wanted to say that they could not produce to demand. That is the only reason anyone would still employ new steppers of the older generation. CYMER still needs to grow more. Any competition would probably be welcome althouh it would come with the inevitable problems experienced in new applications. Cymer will retain share...and more. CYMER needs another building. It will sell everything it can make..... like Boeing....needs more production....the demand is there! Bruce

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