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Technology Stocks : Cymer (CYMI)
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To: Proud_Infidel who wrote (25156)10/1/2000 5:52:25 PM
From: Zeev Hed  Read Replies (1) of 25960
 
I believe that it came in an analysts report about SSTI, post their recent 'warning" of beating the street. One of the reasons was that they were able to get more capacity from their wafer fab supplier due to others cancelations. Thus, my reading, while their is still shortage and supergrowth in flash land, there might be excesses elsewhere. We duscussed this issue in the last few days on the SNDK thread.

Zeev
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