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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (22176)6/9/1999 2:49:00 PM
From: FJB  Respond to of 25960
 
Photoresist makers live in 'interesting times'
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To: Zeev Hed who wrote (22176)6/9/1999 5:53:00 PM
From: Darryl Olson  Read Replies (2) | Respond to of 25960
 
Zeev, Robert and/or Ian:

What are your thoughts on INTC's announcement in relation to other potential 300mm players? Will this provide the impetus to get on the 300mm bandwagon or can they sit back for awhile and let INTC go through the learning curve? Approx how long can they wait before they risk being at a competitive disadvantage?

While today's announcement is great, I think it will take a couple more announcements before things really heat up. I'm looking forward to how this plays into the next quarterly conference call.



To: Zeev Hed who wrote (22176)6/10/1999 9:28:00 AM
From: Logain Ablar  Read Replies (2) | Respond to of 25960
 
Zeev:

Look at the action in ASML this week. CYMI is next on the food chain and AG willing were going to start to rally from these levels. We'll start to hear more 300mm announcments in the next few weeks.

The P&F chart is forming a triangle and we're right at the bullish support and bearish resistance lines. I can't see the breakout being on the downside.

Tim


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