SI
SI
discoversearch

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: mauser96 who wrote (9996)11/18/1997 12:09:00 PM
From: Paul Dieterich  Read Replies (2) | Respond to of 25960
 
Lehman Brothers: Asian chip fab equip cutback already over:

Click on "11/17/97 - SEMICONDUCTOR EQUIPMENT: CHIP CAPITAL INVESTMENT"

lehman.com



To: mauser96 who wrote (9996)11/18/1997 1:38:00 PM
From: MRothaus1  Respond to of 25960
 
<<The price action on CYMI recently indicates that the market doesn't have a high opinion of the outlook for Cymer.>>

That is one possible interpretation. I tend to think that the market knee-jerked and saw:

1) Cymer exposure to Asia

2) Semi-conductor fab construction delays

But they missed the point that existing fabs will be modified sooner to produce at .25 microns which means more Cymer DUV laser sales.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News