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Technology Stocks : Cymer (CYMI)
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To: TI2, TechInvestorToo who wrote (17910)6/1/1998 12:43:00 AM
From: FJB  Read Replies (2) of 25960
 
TI2,

RE:Taiwan

Besides your friend's testimony, it is being widely reported that things are slow there also. Sometimes, this can be attributed to knowing Intel will lower prices, which freezes the market to a certain extent. A lot of people are waiting for the June price cuts, but most definitely demand really is poor all across Asia. If we see a nice uptick in activity post-Intel price cuts, things are probably OK, otherwise, things may get ugly.

What are your thoughts about this?

Bob
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