SI
SI
discoversearch

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)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (24342)2/26/2000 5:00:00 PM
From: Dale Knipschield  Read Replies (1) of 25960
 
I think part of CYMI's earnings being less than some expect at this point can be traced to the fact that many of the equip. mfgrs had an inventory of lasers from the last cycle that had to be worked off before ordering more. These were ordered before the "Asian Contagion", and then sat until needed. Consequently, CYMI could be expected to lag behind AMAT in orders, deliveries, and earnings ramp-up till these inventories are burned off.

I expect that those inventories have now vanished, and with the significant growth in equip orders, I think this coming quarter will tell the real story of how much CYMI can earn......and I expect that will be a LOT.

Regards,

Knip
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News