SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (19891)10/15/1998 5:27:00 PM
From: FJB  Respond to of 25960
 
Jay, No way to tell for sure. It depends on what ASML's inventory of lasers is like. I seem to recall it was lower than the Japanese, but I still don't know if orders from Micron would be able to make up for push-outs and cancellations ASML has had from other customers. It's definitely a positive Micron is being so aggressive with its process roadmap, but a fundamental change in the DRAM supply/demand equation for the better is still needed.

Bob


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News