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

To: Anaxagoras who wrote (20286)	12/1/1998 8:28:00 AM
From: orkrious	Read Replies (1) \| Respond to of 25960

From the AMAT thread Message 6618884 Foundry Capacity...Blah... A service of Semiconductor Business News, CMP Media Inc. Story posted 4:45 p.m. EST/1:45 p.m. PST, 11/30/98 Wafer foundry shortage possible in 2000, says report PHOENIX--Third-party wafer foundry capacity could end up in short supply by the year 2000 if chip manufacturers increase their use of contract manufacturing, warns a new report from Semico Research Corp. here. Currently, there is a glut of silicon foundry capacity, but Semico said that condition could quickly change if major semiconductor makers decide to shift more of their wafer processing to third-party fabs at a time when chip markets begin recovering from the current slump. The Phoenix market researcher estimated that demand for processed wafers is increasing at a compound annual growth rate of 13% over the next five years. Silicon foundry demand is expected to grow at 21% in the five-year period. Today, fab-operating chip suppliers--known as integrated device manufacturers, or IDMs--get about 5% of their processed wafers from foundries, according to Semico's report. If IDMs increased their use of foundries to about 10% of their processed wafer, the silicon foundry business could grow 40%, which would lead to a potential shortage of capacity in 2000, the report concluded. A number of major IC manufacturers are planning to increase their use of outside foundries as part of a restructuring of their business models and a hedge against uncertain times. Motorola Inc., for example, intends to get 30% of its chips from third-party foundries by 2000 compared to just 7% last year. In four years, Motorola wants to move 50% of its wafer processing needs to outside foundries (see story from Oct. 15 issue of SBN).

To: Anaxagoras who wrote (20286)	12/1/1998 4:58:00 PM
From: Steven Messina,L.M.T.	Read Replies (2) \| Respond to of 25960

Anaxagoras, I've discussed the T/A on CYMI with a few of my fellow traders and came to similar conclusions. I exited my position today at 15 1/2..took a 1/4 pt gain and am now sitting on the sidelines awaiting the next "thrill". BTW, I enjoy reading your posts on the EGGS thread. I traded that one 4x in a week and exited the last bit of shs yesterday at 28 7/16. I hope your puts are in the money : ) What's the next move regarding these internet co's? I traded ONSL from 44 11/16ths to 54 a couple of times but couldnt take the heat..only to watch her go to $108, then crash and burn down to the current levels. I am interested in your thoughts on both COOL and OMKT. You can reply in a private msg if youd like, so as not to take up room on the CYMI thread. I wish you well. Steve a/k/a "Boi"