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

To: FJB who wrote (16464)	4/10/1998 9:24:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

Cymer held up really well today and that's a positive sign... ha ha ha Here's some interesting info.. Message 4029581 Message 4029585 Alohaaaaa

To: FJB who wrote (16464)	4/10/1998 9:41:00 PM
From: Peter Moyer	Respond to of 25960

What do you make of the diverging lines? From the looks of it, another rally may be coming..... Pete

To: FJB who wrote (16464)	4/11/1998 10:18:00 AM
From: BillyG	Respond to of 25960

Intel may be rolling back this year's fab equipment budget from $5.3B to $5B, but (of course) it's still pushing ahead with its plans to shrink die sizes............ techweb.cmp.com <<As part of the cost-cutting, Intel canceled or delayed major fab equipment orders totaling as much as $100 million with up to five vendors, according to industry reports. Analysts attributed the cuts to a quick switch to manufacture a profitable Celeron chip, not to any slowdown in microprocessor production. Analysts said Intel recently canceled some $30 million in orders with Kulicke & Soffa, Willow Grove, Pa., for 155 unique advanced wire bonders that the vendor was building solely for the microprocessor giant (see April 3 story). They added that the firm was only one of several Intel equipment suppliers that had received order cancellations this month.>> <<SNIP>> <<Intel is also investing heavily to ramp up for next-generation 0.18-micron feature-size processes as quickly as possible. The 64-bit Merced microprocessor, to be introduced next year, initially will be made on 0.18-micron lines and quickly migrate to 0.15-micron process technology. Intel hopes its new leading-edge processing--well ahead of anyone else's in the industry--will give the firm a competitive jump over its MPU clone rivals. >>

To: FJB who wrote (16464)	4/11/1998 9:19:00 PM
From: Justa Werkenstiff	Respond to of 25960

Bob and All: News re Japanese cap ex for fiscal year ending March 1999: bloomberg.com

To: FJB who wrote (16464)	4/11/1998 9:53:00 PM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 25960

Bob and All: I have to tentatively assess the Japanese cap ex spending news as neutral to favorable. I believe VLSI put cap ex spending in Japan at $8.9b for the fiscal year ending March 1998 and the market was expecting a decline in Japanese spending from 10% to 20% for the fiscal year ending March 1999 as far as I can tell based on various news accounts. The announced spending cuts at $1.15b puts the decline in Japan cap ex at 13% year over year, well within what the market was anticipating. Does anyone have any other information on what cap ex was in Japan for the fiscal year ending March 1998?