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

To: FJB who wrote (18851)	7/30/1998 3:50:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

Some good news- finally! ow Jones Newswires -- July 30, 1998 Applied Materials Sees DRAM Supply-Demand In Balance In '99 By MARK BOSLET Dow Jones Newswires SAN FRANCISCO -- Applied Materials Inc. (AMAT) Chief Executive James C. Morgan said Thursday he sees supply and demand coming into balance in the DRAM memory market next year. Reaching this balance will push the industry to begin adding capacity again, Morgan said at the BancAmerica Robertson Stephens Semiconductor Conference here. The industry, for almost two years, has had excess capacity, and that has pushed up inventories and pushed down prices. The effect on companies such as Applied Materials, a supplier of equipment for making semiconductors, has been slower product orders. Morgan said the expected business from DRAM companies will be one of several dynamics to drive growth at equipment companies. Other drivers will be stabilization in Asia and the expansion of the Internet, which will increase the demand for chips over the next couple of years. Semiconductor makers also want equipment to make chips with smaller circuit widths, to increase productivity, to minimize the environmental impact of production and that use new materials, such as copper. Despite the present slowdown in the semiconductor-equipment industry, Morgan said he believes that "the industry has great potential."

To: FJB who wrote (18851)	7/31/1998 11:43:00 AM
From: beanman	Read Replies (1) \| Respond to of 25960

Sorry I took so long to respond, only three postings/day for us lowly trial members. You got me here, I didn't realize Cymer spent so much on R&D, sloppy work. Clarification on Coherent DUV revs, that $4 million was orders, not revs. The rev number is smaller. Yes they are spending in excess of revs on R&D, this is fairly typical as you probably know in development stage companies. Good luck all, I'll keep you up on what I hear about the business. beanman