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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (16487)4/13/1998 9:47:00 AM
From: Zeev Hed  Read Replies (1) of 25960
 
Robert, I think that Welch would not touch the semi equipment with a ten foot pole, much too cyclical for his taste and a business requiring much more investment in R&D than Welch like doing. If he were, for some reason or another deciding to go into it, he would go only after AMAT, IMHO.

Zeev
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