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

To: Ginko who wrote (20629)1/12/1999 5:51:00 PM
From: FJB  Respond to of 25960
 
Does anyone now how this might effect CYMER's business?

Apparently, cap. equipment spending will be flat with a focus on 0.18, so Cymer should do alright.

Message 7245875

PS. I just heard them restate this guidance in response to a later question. Reasons: no DEC fab purchase $500M, less spending on buildings and manufacturing facilities, less spending on test and assembly.



To: Ginko who wrote (20629)1/12/1999 6:00:00 PM
From: Curlton Latts  Read Replies (2) | Respond to of 25960
 
Intel 3 vs 4. The DUV portion within that is up 400%+.

That's number 1. Number 2: given scarcity of capacity going forward I wouldn't be surprised to see the 3 go to 5.

Good Luck To Each And All

Curly

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