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Technology Stocks : Cymer (CYMI)

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To: H James Morris who wrote (16440)4/9/1998 11:16:00 AM
From: derek cao   of 25960
 
Re:(4) If you want to bellweather this sector, just keep your eyes on Amat, How she goes, all the rest will follow!

IMHO, AMAT and CYMI are little different. AMAT's near future depend more on 300mm conversion which is on hold now. In the mean time, CYMI future hang on fab's desire to shrink regardless wafer size.

derek
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