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

To: Zeev Hed who wrote (24590)	3/29/2000 4:16:00 PM
From: dbernet	Read Replies (1) \| Respond to of 25960

Zeev, A novice question: If the book to bill stays the same or decreases slightly while bookings increase, ie if we ship faster and therefore bill sooner, aren't we still all happy campers? IF booking and billing go up equally the ratio doesn't show the growth increase, it stays the same. What am I missing? And another: Looking back at the chip cycle over the years, the extremes have been a constant. Stocks at 10% of their peak values is pretty amazing. With the current explosion in non traditional (desk top ) applications, do you think it likely that the cycle will be dampened or extended? dbernet

To: Zeev Hed who wrote (24590)	3/30/2000 11:08:00 AM
From: Nevin S.	Read Replies (1) \| Respond to of 25960

Zeev, I understand what you are saying with respect to the peak in book-to-bill and semi equipment stock prices but have you considered that it appears that this is not just another capacity expansion cycle (from the equipment side) but also an upgrade from the perspective of 300 mm wafers, automation, copper, and, of course, line rules. As long as revenues remain strong for semi manufacturers the upgrades in technology could continue beyond the addition of capacity. Just curious what your thoughts were on this topic.