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Technology Stocks : Cymer (CYMI)
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To: Jerome who wrote (23005)9/1/1999 7:55:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
Jerome,

You may want to do a little more research on what happens to earnings at various stages of the cycle before forming conclusions about relative valuation of cyclicals.

Just a thought.

On another topic, Zeev, following extract from a SSB INTC Research note isn't too exciting for RMBS holders...

*For the first time, the company admitted it would be forced to support
the PC-133 synchronous DRAM as a bridge product to future adoption of the
Rambus (RMBS, NR) DRAM standard, which continues to slip. R-DRAM reviews
have been lackluster and the cost, mostly due to poor manufacturing
yields, are anywhere between 3-10 times higher than PC-133 S-DRAM. As a
result, one DRAM manufacturer told he reduced his R-DRAM forecast for
this year by 90% and next year by about 65%.

For registered users, whole story at: smithbarneyresearch.com
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