Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Ian@SI who wrote (20907)	2/1/1999 5:55:00 PM
From: Zeev Hed	Read Replies (1) of 25960

Ian, are you not concerned that the DUV segment of the business (the semi equip business) is not showing the same trend of increasing booking as the rest of the industry? The backlog is an iota lower then the already quite low shipments (bookings). I would say that CYMI's business, being more in line with fab renovation than completely new fabs, should have been recovering faster then the rest of the business. Something does not ring right, and I am not sure yet what. Are we going to see a spring relapse in the recovery of the semi equipment? I just wonder loudly. After all, when the BTB hit .57 or so I really thought it just cannot go lower, maybe I was wrong again...(g). Zeev

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