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Technology Stocks : Cymer (CYMI)
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To: GuinnessGuy who wrote (22131)5/30/1999 7:28:00 PM
From: Zeev Hed  Read Replies (1) of 25960
 
I doubt it, AMAT has an excellent inventory control system, almost "on time" and I doubt that they would order for the next quarter, unless of course, these parts need to be "reworked" at AMAT to a considerable extent. I can't see that. Maybe there were some cancelations since the CC that no one could have suspected, but this is still worrisome. Maybe Ian can shed a little light on this, I'll provide the soap box(g).

Zeev
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