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Technology Stocks : Cymer (CYMI)
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To: Defrocked who wrote (3141)9/24/1997 6:00:00 PM
From: D. K. G.   of 25960
 
Defrocked, amended #3140. For the record, during the 2nd Q conf. call an analyst specifically ask if service revenues would start to become a greater % of total revenues and Angus , the CFO, was cautionary. He mentioned the newly installed DUVs had warranties and did not see this portion of the revenue growing significantly in the near term. He gave no exact time.
The new comers on the thread may not be aware of this.
It is worth considering when factoring in estimates.
Angus may have done this just to tone down expectations a bit
on the service side, just a hypothesis on my part.

Regards,

deDenis
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