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

To: TideGlider who wrote (6377)	10/24/1997 8:04:00 PM
From: Melkon Khosrovian	Read Replies (1) \| Respond to of 25960

Hi. Agree with you 100 percent, but now we have to convince the rest of the world. The word "counter-cyclical" comes to mind. Have enjoyed everyone's company this past week. Enjoy the weekend and let the party begin on Monday!

To: TideGlider who wrote (6377)	10/24/1997 9:49:00 PM
From: Tim Bagwell	Read Replies (3) \| Respond to of 25960

It would be foolish to think that Cymer will be imune to what is happening to Intel this week. I believe Cymer management is basing their growth projections on what they know of the customer demand today. However, fab plans do get delayed and even scrapped when market demands change. Investments in fabs will slow or stop if they sense a change in the timing of the market. There are three recent news items that could indicate a change in the semi market. The first is the Intel fab delay. The second is a slowing in the demand for flash memory. The third is the appetite for low cost PC's which may cannabilize the high end CPU volumes. I'm not concerned for Cymer at this time. But it has caught my attention and I would monitor the situation closely.