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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (22130)	5/30/1999 7:23:00 PM
From: GuinnessGuy	Read Replies (2) of 25960

Zeev, Perhaps the product that this supplier sells is ordered only for AMAT equipment that will be delivered beyond the current quarter. I will admit that I was surprised when I got this information but I can see how this one week layoff could be related to products sold to AMAT that are needed far in advance of deliveries. Did AMAT say anything in their conference call about visibility beyond their current quarter? I don't know since I neglected to listen to the call. Perhaps there is a URL where one can still listen to the last CC? Craig

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