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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (18799)7/27/1998 7:38:00 PM
From: Yakov Lurye   of 25960
 
Looked through the press release, noted some positives:

-503K ASP for 5010
-service revenues starting to contribute as warranties run out

Series 5000 backlog went from roughly 110m to 67m (this assuming about 16m in 5010 orders as per recent announcement, actually 5000 backlog could be lower and 5010 higher). 67m is about 165 units at 410k, down from 260 units. This looks OK given that integrators still have to work off their 5000 series inventories ( they had over 200 on hand at the beginning of the quarter).

Still no word on Orion - we'll learn more from the CC

If SOX recovers (judging by late afternoon improvement in MU, INTC), we should be OK tomorrow, BWDIK?

Regards,

Y.
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