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 (11542)	12/15/1997 8:04:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 25960

Nice response, Bob, but there is one statement I think you should examine: << <3. Increasing possibility of future push-outs of stepper orders in Asia due to inability to get financing.> >> <<There will most likely be some pushouts from Korean manufacturers because of the financing concerns. ...>> This is bullish. There will almost certainly be some pushouts from Korean fabs. The question is, will the Asian currency and default problems spread, or are they at a point of reversal and rebuilding. I'd hate to bet the ranch either way. I will say, however, that the news from Indonesia this morning is extremely grim and includes the possibility of political upheaval. Indonesia has always had sensitivity to Marxist politics. This is the one possibility that could REALLY send Asia into the tank. Also, the news from Japan continues to be bad. (Maybe the Japan problems will impact only Komatsu in the DUV area, and help Cymer by killing off the competition!)