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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (14997)	4/24/2001 8:29:40 PM
From: orkrious	Read Replies (1) of 30051

Zeev, did you see what CYMI said tonight? They expect things to get much worse. biz.yahoo.com . Our ongoing market analysis projects continued slowing in capacity related buys in deep ultraviolet (DUV) lithography. With fabs operating at a fraction of their capacity, we anticipate more announcements by chipmakers of further reductions or delays in their capital spending plans for 2001. Given current industry conditions, including lack of visibility, we are not forecasting beyond the current quarter.''

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