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Technology Stocks : Cymer (CYMI)
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To: Jerome who wrote (23315)10/20/1999 9:58:00 PM
From: Ian@SI  Read Replies (2) of 25960
 
Jerome,

I believe a prime driver of TER's growth was testing for RMBS chips. They were one of 2 companies that came to this party early with a tester fast enough to handle RDRAM.

Now that no DRAM makers are making RDRAM; and their first and largest customer, Nintendo, has announced that it's going to use DDR SDRAM in its next generation game system, the BtB is reflecting lower sales going forward.

The Camino chipset use of RDRAM is still up in the air. Neither INTC nor RMBS has stated what the precise problem is, nor what the precise solution will be, nor when that will happen.

It would be unrealistic to expect TER to maintain its price with so much uncertainty re its future earnings; and the life expectancy of the key driver, RDRAM.

TER may well turn out to be a bargain. Right now there's more risk than reward.

JMHO,
Ian.
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