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Technology Stocks : Cymer (CYMI)
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To: ben luong who wrote (9307)11/13/1997 9:54:00 PM
From: Zeev Hed   of 25960
 
Ben, that is not exactly the way I understood TI's comment. They see a retrenchment in DRAM expansion, which he hoped will slow down the price decline. However, if the rim slows down its building of DRAM facilities, this means delay in order for the capital equipment sector. If yuo add this to additional push back of fabs, you may have a quarter or two of sequential decline in semi equipment sales.

Zeev
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