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To: Clint E. who wrote (23166)8/26/1999 12:25:00 PM
From: Iris Shih  Read Replies (1) | Respond to of 70070
 
Thanks.

Csco news probably has leaked long before it hit the wires.
No wonder sdli, hlit and even my ocli has been so strong for the past few days. Almost sold ocli this morning.

Iris



To: Clint E. who wrote (23166)8/26/1999 12:32:00 PM
From: Iris Shih  Read Replies (1) | Respond to of 70070
 
Cymi flying.

From svgi thread:

""I read today's ML report on-line, but I am not able to cut and paste from the PDF file.
They simply say, "Our research indicates that lead times at major DUV manufacturers is
increasing and therefore secondary DRAM manufacurers will not be able to ramp to
smaller linewidths as quickly as we had thought."

How can I get ML on-line reports? Anyone knows?
Thanks!

Iris