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: Zeev Hed who wrote (11944)	12/25/1997 1:58:00 AM
From: chaz	Read Replies (1) \| Respond to of 25960

You've doped it out pretty well, IMO. Techno advanceisn't going away, no way to put the genie back in the bottle, but we've seen the pell mell race and it's over for now. What I do expect is that a good bit of market share will return to the US because our corporate entities are financially stronger. Chaz.

To: Zeev Hed who wrote (11944)	12/25/1997 1:04:00 PM
From: Mark	Read Replies (1) \| Respond to of 25960

Zeeve: what are your thoughts on a stock run on CYMI - maybe up to $20 - between now and earnings report? I have maintained that if there were to be earnings warning from CYMI it would have been done by now so management could use Asia as a smokescreen ie.,take focus away from managment performance. I bought a load at 18 and 7/8ths just 2 weeks ago and am looking to unload and maybe buy in later. Thing is one never can predict. Comments? Regards...Mark

To: Zeev Hed who wrote (11944)	12/26/1997 1:18:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 25960

Zeev, your scenario for a Korean contraction in Semi is not inconsistent with my view of their deliberate and accelerated shift to 0.25 nm geometry products. Fewer, but more competitive product is key to their maintaining market presence. Intel has accelerated by three-to-six months their move to 0.25 nm P2 and is in a dead heat in the race with AMD's K6 to get 0.25 nm product out first. Message 3043126 It is not unrealistic to expect a similar race between Samsung and Micron Tech and others in Hong Kong and SEA to be first to market with 0.25 nm DRAM product. If Samsung withdraws from the race they're gone for good as a player in that market, and I don't believe for a second that Korea's govt would let that happen. So I see DUV tools a priority import to Korea ranking right up there with oil and food. Tulvio