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Technology Stocks : Cymer (CYMI)

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To: Greg Jung who wrote (3465)9/26/1997 11:49:00 AM
From: Rookie   of 25960
 
If silica is really the problem, why is ASMLF only off 3%, but CYMI off 13%?

Also, why did ASMLF not open lower, but drop shortly after open, whereas CYMI opened lower?

Finally, why lower the estimates for this year? If CYMI has such a large backlog of orders, this silica problem would reduce orders causing lower revenue at some point next year.

I'm still in my rookie year of trading, so pardon my ignorance if I'm missing something obvious.
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