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


To: Tulvio Durand who wrote (11920)12/24/1997 1:42:00 PM
From: Mr. Aloha  Respond to of 25960
 
Cymer stated that the down-turn in tech stocks in 1995-1996 HELPED THEIR BUSINESS.

I've posted this before and it's straight from the horses mouth. We've seen what the DRAM manufactures are doing to keep the profits up.. they're moving to higher density DRAM. Cymer stated that they noticed this in their last conference call. I posted an article recently that stated that Micron was going to ALL .25 MICRONS.

I'd rather have a healthy market etc.. and I'm not sure how Cymer will perform short-term, but I HAFTO believe that manufactures would want to cut general equiptment purchases and expansion and move to higher profit equiptment and chips etc..

Aloha