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Technology Stocks : Cymer (CYMI)
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To: flickerful who wrote (3281)9/25/1997 10:29:00 PM
From: Jay M. Harris   of 25960
 
Hello all , new to this thread but not new to SI. Wanted to let you know that the reason CYMI is down has to do with execution issues associated with Nikon & Cannon's production problems on their steppers. This is NOT because of CYMI's lasers but with technical issues associated with production. There is a risk to CYMI of push outs by Nikon & Cannon (that can't fully be made up by SVGI & ASMLF) over the next 2 quarters. Nikon and Cannon represent a large portion of CYMI's sales and the worry is that they may miss a quarter or two. This is not a market share worry sell off. This is an execution sell off based on 2 of the 4 CYMI clients. This is a risk with this company in that they have little product or client diversification. This is why the stock is so volatile. CYMI management must remain tight lipped regarding their client relationships because they could influence semi manufacturing purchase decisions (client market share). Consequently, the street doesn't like uncertainty and sells the stock to be safe. This is just a short term issue as Hyundi placed a $170 million order with ASMLF with CYMI lasers on board. They obviously work! In conclusion, there is short term risk with CYMI, however, the long term return is much higher and represents a favorable relationship of risk/reward. I took my first position at $30 and will average down as necessary to round out my position and dollar cost average.Keep the faith this company is for real...

Hope this post helps,

Happy Investing,

Jay...
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