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Technology Stocks : Cymer (CYMI)

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To: JRGEE who wrote (6278)	10/24/1997 12:02:00 PM
From: sepku	Read Replies (1) of 25960

>>>Ian, Joe Kernan is saying that 9 billion of the 35 billion of equipment makers buying comes from SE Asia. What does this mean. I thought that if things get tough the chip makers would naturally accelarate their move to new technology.<<< Whether Asia is in the doldrums or not, they will have to upgrade their semi equip regardless to remain competitive. If they stand idly by while the West upgrades its fabs for next-generation chip manufacturing, then they will fall behind and lose far more in the next year just trying to catch up. They will simply have to borrow more to buy the equip they need. Cymer should still be in good shape, all things considered. Style Pts.

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