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Technology Stocks : Cymer (CYMI)
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To: Jay M. Harris who wrote (3690)9/27/1997 8:58:00 AM
From: Robert Scott   of 25960
 
Jay, with all due respect what you are saying as fact has not been admitted by Cymer or the companies. The only things we know are that 1 order has been pushed back and that Cymer can now meet demand due to their capacity expansion. Isn't it possible that the pushout was due to a double order before capacity expanded?

Even admitting that it is a production problem at endusers, I do concur with your long term view.
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