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


To: Doug Meetmer who wrote (21169)2/23/1999 9:10:00 AM
From: Ian@SI  Read Replies (2) | Respond to of 25960
 
Nice guess doug, try again. the first 2 don't count.

Go check out the SVGI thread: about the last 1/2 dozen posts.

Thumbnail sketch:

DJN report that INTC will spend $3B to get to 0.18µ, in addition to $3B on R&D. 0.18µ conversion will be completed by mid next year.

Bloomberg report that ASML will not get any INTC orders this year or next.

SVGI doesn't have a stockpile of CYMI's lasers. SVGI is the Lithography vendor of choice at INTC. SVGI is going to have to order a Pi$$pot full of lasers quickly.

Guess who's going to get the orders.

Guess what the remaining shorts are likely to be forced to do.

Have a wonderful day,
Ian.