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Technology Stocks : Cymer (CYMI)
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To: Mike who wrote (387)5/21/1997 2:40:00 AM
From: Christopher Gates   of 25960
 
Mike,

I think that you are letting your previous dealings with Cymer cloud your judgement. If you want to talk about prior to going public (eight months ago) lets talk about six months before that. The revenue numbers indicate a much lower number then what they did in the third quarter of 1996, so they grew, and they grew and they grew again. You have to hire people to grow larger at the pace they are going.

Regarding the use of these systems as prototypes vs production models I point out the fact that they shipped somewhere around 80 units the first quarter. At an average price of $400,000 I have to believe that these are production units.

I have been following this board and see the watch out for competition notes. I have not seen one news release or note regarding any real competition yet. If anyone knows of any please post info (except JMAR).

Having said all this I did sell half of my shares last week and think that the price will dip down to the midforties on profit taking not on a failure of Cymer to keep up the pace.
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