Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Zeev Hed who wrote (22132)	5/30/1999 11:20:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 25960

Zeev, I just finished listening to part of the AMAT Earnings Conference call. At about 21 minutes into the call, the CFO (Bronson?) advises that AMAT has ceased all 300mm development because no customer has given them a firm order for 300mm equipment. He further advises that they believe that they can resume 300mm development quickly, etc. I'm now beginning to suspect that Craig's report might be AMAT specific or at least related to those equipment companies that aren't well advanced in 300mm equipment development - especially if Craig were to report that the company provides 200mm parts. Too much conjecture at this point and too few facts to really understand what might be happening, if anything. Ian.