Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: John Chalker who wrote (11844)	12/24/1997 3:41:00 PM
From: Scott Violette	Read Replies (2) of 25960

John, There is time factor that you should consider around the Korean situation. The current DRAM factories are not going to shut down right now because of the Korean currency problem. So the excessive situation for the current generation of DRAM and other related products will not be relieved. The Koreans will move as many products as they can NOW to fix their currency problem. Good NEWS for anyone wanting to upgrade their computer. Bads News for anyone competing against them (MU). The reduction in capacity will not come until DRAM graduate to the next generation and Korean current equipment becomes obsolete. What is the time factor for the reduction in capacity and resulting increase in margins for the Semi-makers? 6 months or 2 years? Depends on now much equipment for the next generation that they have already bought and paid for.

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