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Technology Stocks : Cymer (CYMI)
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To: Andrew Brockway who wrote (9622)11/14/1997 10:56:00 AM
From: Zeev Hed  Read Replies (2) of 25960
 
Andrew, I do not know what the good Dr. Castellano is smoking, but the increase in unit shipment he quote is correct, what he forget is that is that Asia is not at 100% utilization rate in DRAM and furthermore, capacityy already in final stages of ramping is more than the growth rate expected. Once again, this may not affect CYMI actual sales growth in the next few quarters (because of its unique position in the industry), but it will affect the semi equipment segment in general, and unfortunately, CYMI may suffer the sins of the rest of the industry.

I think that very soon we are going to see a BTB ratio going under 1 for the semi equipment group and that will cause additional panic.

Zeev
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