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

To: Mani Ahmadi who wrote (18454)7/14/1998 9:59:00 AM
From: Ginko  Respond to of 25960
 
Akins on CNBC this morning with Mark Haines. Missed all but last few minutes. If anyone else can add more comments, please do so.

Akins stated that next two quarters will be flat. Haines asked the audacious question, "Are you afraid that after these next two quarters, that this business (i.e. chip manufacturing) will just stop?". Contrary to that, Akins indicated that much like the last down cycle, you tend to get a knee-jerk reaction from companies overspending to retool.



To: Mani Ahmadi who wrote (18454)7/14/1998 10:01:00 AM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
Just listened to Akins on CNBC. He sounded great, concealed upbeat.
Public comment on business - continued industry downturn cycle followed by very, very pronounced upturn with CYMI leading the charge in their market with a 90% monopoly market share in a key enabling technology.

Good Luck To Each and All

Curly

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