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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (24590)3/30/2000 11:08:00 AM
From: Nevin S.  Read Replies (1) of 25960
 
Zeev, I understand what you are saying with respect to the peak in book-to-bill and semi equipment stock prices but have you considered that it appears that this is not just another capacity expansion cycle (from the equipment side) but also an upgrade from the perspective of 300 mm wafers, automation, copper, and, of course, line rules. As long as revenues remain strong for semi manufacturers the upgrades in technology could continue beyond the addition of capacity. Just curious what your thoughts were on this topic.
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