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Technology Stocks : Cymer (CYMI)
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To: Angela who wrote (12747)1/16/1998 3:00:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
Angela,
Thanks for your post. I find it's always more refreshing to see a discussion about the business than grumbling about the market.
Though all of what you say about the Koreans and their overextended chaebol situation may be true, I think they will have to be making strategic decisions around prioritizing their new investments. My guess is that they are likely to view maintaining a competitive position in semiconductors as more critical than others -- autos, for example. In any case, I think their investments in 0.25 equipment are more likely to be delayed than eliminated. And, as you point out, there are other players ready to go for DUV machines whether the Koreans do or not.
Baird
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