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

To: Mani1 who wrote (21765)	4/21/1999 6:39:00 AM
From: orkrious	Read Replies (2) \| Respond to of 25960

Neither AMD or Intel are planning any more fabs and NSM might be exiting the business altogether Cap ex is starting to increase. After their earnings release, TXN said they are increasing cap ex (sorry, I can't find a link), as are the taiwanese. It's happening, just slower than anticipated. Once one company moves to smaller linewidths, the others must follow. A month ago, Nikon was ordering more 5000 series lasers, meaning their inventory was way down. This was the biggest overhang. The whisper number is a penny better than the estimate, meaning business is improving. With a positive CC, we should finally move. Jay