Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (21758)	4/21/1999 2:49:00 AM
From: Mani1	Read Replies (1) of 25960

Zeev, RE<<Are we heading into another cyclical downturn already?>> It is very possible. The last peak (in the stocks) was about 14 months after the previous peak. This is consistent with the pattern of last three cycles. This is the main reason I have not got back into CYMI (or any other semi equip stock). I guess I am a burnt victim who is afraid of the fire. Pressure in the DRAM pricing as well as projected over capacity in the CPU market are also of concern. If PC market does not pick up, we have seen the peak of another cycle already. Neither AMD or Intel are planning any more fabs and NSM might be exiting the business altogether. We'll see. Mani

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