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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (24875)5/11/2000 8:36:00 AM
From: Ian@SI  Read Replies (1) of 25960
 
Zeev,

If you listened to the AMAT conference call, then it appears the Fundamentals are probably somewhat at odds with the technical analysis provided in your message.

For example, it's now clear to AMAT that the 300mm build is underway in earnest with several 300mm greenfield fabs being built during 2001.

i.e. - It's unlikely that there will be a 200mm capacity overbuild that delays the timing of the 300mm conversion.

To me, this suggests that we can expect very robust fundamentals with huge growth in revenues and earnings for the leading equipment company throughout each of the next 3 years at least.

When fundamentals are at odds with technicals, which would you use when your time horizon is:

1. Less than 3 months?
2. 3Months to 9 months?
3. > 9 months?

Thanks,
Ian
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