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

To: Zeev Hed who wrote (21962)	5/5/1999 4:05:00 PM
From: orkrious	Read Replies (1) \| Respond to of 25960

on the fundamentals alone, it does not look that good, but I think that the market may be looking beyond the next two quarters. One of the things that does worry me is the lack of new fabs announcements I disagree. There are new fabs being built, just not many for DRAM. In PRIA's last CC, Mitch Tyson said he is working on plans for 10 new fabs, most of which were for communications. This confirms what BBRS said the other day; they expect that DRAMS will only account for 20% of this cycle's CapEx, down from 60%+ last time. Jay