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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (39129)	11/3/2000 3:10:21 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

Here is a little something from a research report on Cymer. The bulls will read it as bullish and the bears will see it as another sign of the end. Either way I'm sticking with Cymer <g> ST The only negative in the quarter was that installations at end customers declined slightly to 101 units. Channel inventory increased slightly to the 250-270 laser level. Cymer noted the reason for the slower installs/inventory increase was that customers (Nikon, Canon, ASML) were introducing new products that are taking a bit longer to ship. The company expects channel inventory to decline in the next few quarters.