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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (21631)4/8/1999 4:00:00 PM
From: Ian@SI  Read Replies (1) of 25960
 
Bob,

I would guess that the answer is probably all of the above plus a few.

1. Insider selling: Not necessarily bad, but not good neither.
2. ETEC Warning: Not a sign that capacity builds are happening at 0.18µ or below...
3. INTC 300mm plan missing: Again no source of short term optimism
4. Most buys are technology rather than capacity. Exception Korea and DRAM...
5. At most, 5 new fabs this year (Jim Morgan at last earnings conference call), with another 20 or so fab expansions.

CYMI will give you your doctorate in Patience. :-(

Ian.
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