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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (21543)3/30/1999 10:22:00 PM
From: Rick Kawala  Read Replies (1) of 25960
 
> DRAM Market Back In Gear

I'm suspicious of a forecast that says that the DRAM market, which is somewhat mature and has a tendency to large and rapid price cuts, is supposed to nearly triple in 2 years (end-1999: $22b to end-2001: $59b). And more to the point for CYMI, the forecast says that capital spending on equipment is going to be halved this year.

Best,
Rick
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