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Technology Stocks : Cymer (CYMI)
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To: Tim Bagwell who wrote (6408)10/25/1997 7:16:00 AM
From: Robert Scott   of 25960
 
What is clear is that pricing for all chips is very falling. Margins are coming down. What is needed is a lower cost chip to maintain margins. Best way to do this is decrease wafer thickness. I think all this concern over chip demand is overstated. In times of stress, smart companies stay aggressive.
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