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


To: Robert Douglas who wrote (23148)9/27/1999 2:31:00 PM
From: Gottfried  Read Replies (1) | Respond to of 25960
 
Robert, re >Three or fours years to go in this cycle<
I wish I could believe that. Looking at the past few years,
the cycle as measured by SEMI orders was much shorter.
Please take a look at the first chart and comment.
Message 11366604

[I don't have data prior to 1995.]

Gottfried



To: Robert Douglas who wrote (23148)9/27/1999 2:33:00 PM
From: Mani1  Respond to of 25960
 
Robert Re <<I think you are being unduly conservative about a "great company with a dominant market position.">>

Perhaps. Thanks for the two pieces from the reports.

Mani