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

To: FJB who wrote (18854)	7/30/1998 3:58:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

Rob, I can't wait to hear how the bears pick this apart. 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 DRAM's are a commodity biz w/ no profit potential. The stabilization of Asia will not occur in our lifetime. The expansion of the internet is an over-hyped media generated non-event. Guess I'm a closet bear after all:-) BK