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Technology Stocks : Cymer (CYMI)
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To: Ginko who wrote (22021)5/11/1999 1:10:00 PM
From: Mani1  Read Replies (1) of 25960
 
Cymi longs,

One of my stocks (NMGC) was just downgraded due to "foundry capacity constraint". They are a graphic chip supplier who rely solely to foundry for manufacturing. I have followed them for couple of years and this is the first time I am hearing this. Here is the news link,

investing.lycos.com

I am not sure how relevant this is, but it does point to a high foundry utilization rate which is good for the equipment makers.

Mani
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