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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (20921)2/1/1999 6:52:00 PM
From: Ritz  Read Replies (2) of 25960
 
Zeev:

Simply examining the results from SVGL and ASML would have revealed that neither showed a QOQ booking increase in Q4, and indeed neither was expecting one in Q1 of this year (both did predict booking increases in 2H of this year). With a pick up in end-user stepper demand yet to materialize it would be unrealistic to have expected bookings increases for Cymer in either the last or the current quarter.

-Ritz
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