SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zeev Hed who wrote (19874)10/12/1998 10:53:00 AM
From: TechHunter  Read Replies (1) of 25960
 
Zeev-Thanks for your insight. My reason for asking is based more in reports I have heard on CNBC(today) that Intel should beat estimates, sees increase in demands etc.Some talk of upgrading Intel is starting to occur (At least talk). Is this a 'knee-jerk' reaction to the market exuberance of Friday and today, or is this a sign of the 'bottom' in terms of BTB ratios for semis. My reasoning being, if Intel sees increased demand, will inventory start moving, and demand for PC's increase hence more lasers being needed. or is inventory so great, that significant demand be needed to help Cymer?

Having not been a semi-investor for the last semi industry cycle,
I'm not sure what tell-tale signs to look for to indicate the beginning of the new cycle.

Thanks for your time,

Craig
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News