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

To: chaz who wrote (11643)	12/17/1997 8:07:00 PM
From: Shakush	Respond to of 25960

Taiwan Fab Pushouts from the article, Huang did not disclose when Powerchip will have its 300-mm fab in operation. "We will have a 300-mm fab,'' he insisted, "but nobody else is rushing to build a 300-mm fab either. So why should we? Besides, the [300-mm processing] equipment has not been finalized.'' Other Taiwan chip maker are also expected to push out their 300-mm fab plans for similar reasons. Since the beginning of this year, local chip makers in total have announced plans to build twenty-five to thirty 300-mm fabs over a 10-year period--all for a staggering investment of about $67 billion. Many of these announcements have been met with skepticism from industry analysts and chip managers elsewhere in the world. techweb.cmp.com

To: chaz who wrote (11643)	12/18/1997 12:08:00 AM
From: Curlton Latts	Respond to of 25960

chaz: I normally avoid those new IPOs unless they show big, positive, growing earnings on the plus side. There is always plenty of time to buy into a winner. Look at CYMI - you can purchase today at less than the big institutions had to pay in the secondary a year ago. In the interim EPS are up 300% or almost 100% higher than Morgan Witter's and Monkey Sec's analysts projected them to be. Where did things go wrong? Thailand? <gg> Good luck To Each And All Curly ~~~~~~~^^ [6.6] ....> [_]