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Technology Stocks : Cymer (CYMI)
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To: BillyG who wrote (7212)10/29/1997 6:48:00 PM
From: Melkon Khosrovian  Read Replies (1) of 25960
 
>>analysts are wrong about Asia, at least in the semiconductor area. What are they going to do - sleep through the next generation of fab upgrades and lay everybody off?<<

Agree with you here. Wonder, though, what kind of price/margin pressures Asia's turmoils may put on CYMI over the next year? Even if the fabs can't avoid investing in the next generation of manufacturing equipment, how much harder will they negotiate on price?
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