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

To: Zeev Hed who wrote (20844)1/31/1999 9:20:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Zeev,

The DRAM manufacturers are strongly backing alternatives to RMBS. DDR SDRAM is now being produced. SLDRAM consortium is still going strong.

Other high speed architectures which bypass RMBS royalties are rampant.

Why so optimistic that RMBS will dominate its market. It doesn't yet.

And why so pessimistic that CYMI won't. It does now.

This doesn't seem to match your normal unassailable logic.

What am I missing?

Ian.


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