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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (20919)	2/1/1999 6:26:00 PM
From: Zeev Hed	Read Replies (3) of 25960

Robert, but I was under the impression that the channel is quite "full". If there were indications of end demand increases for steppers, integrators would want to be in line for shipments and increase their bookings of systems and thus the backlog would have reflected that. That is what concerns me some. The decrease in backlog. Even Lam had an improvement in booking QOQ, so what is wrong with the picture here? LAM's report pointed to the transition to .18 as a driver to their business (and least in their report), if that is the driver, where are the lasers driving this transition? Zeev

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