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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (24350)2/28/2000 8:51:00 PM
From: orkrious  Read Replies (2) of 25960
 
Zeev,
I am surprised you are saying CYMI (and I guess by inference the semi equips) will see a few year high this year. DRAMS no longer have the impact they once did, and Win2000 and Windows Milleneum should begin to eat into the excess supply later this year anyway. I would expect that the explosion in gadgets and communications devices would keep capacity tight for some time, as articles like this point out.

Message 12971863

RE: CDTS, SCON and ISCO, you've got bigger gonads than I do <VBG>.

Jay
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