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

To: Ian who wrote (18437)7/12/1998 11:26:00 AM
From: JR2  Respond to of 25960
 
CYMI, IPEC, CFMT, LRCX, PRIA .....Buy them now while they are out of favor and in 8 to 12 months I bet we are up Good money...25 % or better. IMHO.



To: Ian who wrote (18437)7/12/1998 9:08:00 PM
From: j g cordes  Read Replies (1) | Respond to of 25960
 
I've had an odd thought lately that DRAM prices might stabilize between the lack of new foundry orders and slower, but still increasing, world demand. It seems odd to think of MU ALSI etc and the other producers as perhaps getting the drop on the demand curve and actually be able to hold prices or even raise them. However, if the slowdown in new fab and smaller features accelerates much more it could happen!

Jim


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