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

To: flickerful who wrote (12834)	1/21/1998 1:46:00 AM
From: Angela	Read Replies (1) \| Respond to of 25960

Randy -- Do you think S. Korea dram makers will get anywhere with the WTO? (Personally, I hope not.) I know here on the Cymer thread, most are dreading the slowdown of S. Korean dram makers, but I'm not in that camp. I think the dram market has to self correct at some point and may end up correcting several times -- consolidating, shaking out smaller players, etc. I think Cymer will be okay even if they do slow down since other semiconductor segments are still going strong. The DSP competition is just beginning to heat up between TXN, LU, MOT and ADI, and that market is just getting into .25 and below. TXN is coming out with their .18 chip in 1998 sometime. I found an article that I've been looking for that states the debt equity ratios of the top three S. Korean dram makers -- and it's not pretty. techweb.com Yes, I am a night owl. I wish I was a morning person! Happy investing, Angela