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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (21385)3/18/1999 8:50:00 PM
From: FJB  Read Replies (2) of 25960
 
What we need to see (and that is less important for CYMI than the rest of the equip. makers) is ground breaking for new fabs, there we are still "dead in the water".

There are 20 empty fab shells worldwide according to a statement made by Applied Materials in their last conference call. It will require about $20B worth of equipment needed to bring them to full speed.

Lehman Brothers was expecting a b-t-b of 1.14.

Bob
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