Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (39129)	11/3/2000 3:10:21 PM
From: Sun Tzu	Read Replies (1) of 70976

Here is a little something from a research report on Cymer. The bulls will read it as bullish and the bears will see it as another sign of the end. Either way I'm sticking with Cymer <g> ST The only negative in the quarter was that installations at end customers declined slightly to 101 units. Channel inventory increased slightly to the 250-270 laser level. Cymer noted the reason for the slower installs/inventory increase was that customers (Nikon, Canon, ASML) were introducing new products that are taking a bit longer to ship. The company expects channel inventory to decline in the next few quarters.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next