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

To: Matt Webster who wrote (12291)1/5/1998 9:00:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 25960
 
Matt, maybe some historians of this market can tell us how often are the equipment people in sync with the semi and how often they lag behind a quarter or two. Can you see a situation where due to reduction in overcapacity the semi's themselves have better pricing and thus improve profits, but the equip. makers are still in the doldrum due to slow down in adding capacity?

Zeev


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