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Technology Stocks : Cymer (CYMI)
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To: BillyG who wrote (7199)10/29/1997 6:14:00 PM
From: Gary Hoyer  Read Replies (1) of 25960
 
This is why the analysts are WRONG about Asia, especially the developing asian countries. They're not stupid. They don't want to be making tennis shoes for Nike forever. They didn't spend billions to get into the Semi/DRAM business to loose money. Micron has proven that even DRAM can be profitable with the right technology - smaller line-widths equals better productivity and lower costs. Yup, Cymer's customers will sell as many DUV tools as they can possibly make next year.

Gary.
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