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

To: Zeev Hed who wrote (21385)3/18/1999 8:50:00 PM
From: FJB  Read Replies (2) | Respond to of 25960
 
What we need to see (and that is less important for CYMI than the rest of the equip. makers) is ground breaking for new fabs, there we are still "dead in the water".

There are 20 empty fab shells worldwide according to a statement made by Applied Materials in their last conference call. It will require about $20B worth of equipment needed to bring them to full speed.

Lehman Brothers was expecting a b-t-b of 1.14.

Bob



To: Zeev Hed who wrote (21385)3/20/1999 9:25:00 AM
From: Logain Ablar  Respond to of 25960
 
Thanks Zeev:

I just checked the # of days in Jan & Feb. 20 business days each month if you consider Presidents Day = to Martin Luther King day (at least the schools have both days off, not sure about manufacturers).

At least March has 23 busines days. If we don't have an increase in shipping and booking it will be a problem.

At least we're past triple witching Friday.

Tim


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