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Technology Stocks : Cymer (CYMI)
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To: Brian Malloy who wrote (23616)11/17/1999 5:10:00 PM
From: Darryl Olson  Read Replies (1) of 25960
 
From AMAT's earnings:

"The semiconductor industry strengthened as our fourth quarter progressed," said James C. Morgan, chairman and chief executive officer. "Our customers' capital spending outlook for their capacity needs and next-generation capabilities improved as a result of stronger economic conditions in Asia, better pricing for memory chips and tightening supply of key semiconductor products."

I wonder who might benefit from capital spending for "capacity needs and next-generation capabilities"?
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