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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (3436)9/26/1997 11:18:00 AM
From: Grant C   of 25960
 
Guess it's time to start buying the quarts producers.

Next thing you know a researcher from Lehman Bros. will take over the new Cymer fab in San Deigo, shoot all the newly hired laser scientists, and then declare a downgrade.
Headline reads: CYMER DOWNGRADED DUE TO BROKERAGE TERRORISM

On the serious side, I did talk to the ASML marketing director in Tempe a couple of weeks ago and he said they have to order their lenses up to two years out. They've known for some time this would constrain their stepper production, so obviously this isn't a problem that just popped up. I really wonder if Morgan is just way behind the curve on this one.
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