Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: FJB who wrote (7681)	10/31/1997 7:27:00 PM
From: TideGlider	Read Replies (1) \| Respond to of 25960

I believe big news will be on all the wires after Monday. Upgrades of all semi stock and statements that the cuts were overdone and not thought out. It will also demonstrate the need for DUV and that the stepper forecast of sales are conservative as none of them actually wanted to say that they could not produce to demand. That is the only reason anyone would still employ new steppers of the older generation. CYMER still needs to grow more. Any competition would probably be welcome althouh it would come with the inevitable problems experienced in new applications. Cymer will retain share...and more. CYMER needs another building. It will sell everything it can make..... like Boeing....needs more production....the demand is there! Bruce