Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Defrocked who wrote (3015)	9/23/1997 5:47:00 PM
From: FJB	of 25960

RE:Ten similar announcements/qtr. would be nice.<g> But this brings up a legimate concern voiced by a threader (Cary?) yesterday about the size of this market and the sustainablilty for Cymer's growth: will additional deals the size of today's ASMLF annoucement be forth coming to warrant optimistic P/E's. Nikon and Canon comprise 70% - 75% of Cymer's business. When they receive orders you don't and won't see it on Yahoo, Reuters, Businesswire, etc. Trying to judge Cymer's business based on US press releases will give you an extremely inaccurate picture of sales. Please keep this in mind. Bob

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