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Technology Stocks : Cymer (CYMI)

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To: JRobinson who wrote (5507)10/21/1997 3:16:00 AM
From: Curlton Latts  Read Replies (4) of 25960
 
JR: Going back to the last CC proves this rumor is *more* BS by desperate shorts. Notice that S. Barney asked this question:



Susan Barney, Emerging Growth Management

I missed the first portion of the call, so forgive me if this has been covered, but I heard from another research house that at the present time Nikon was shipping its products with Komatsu lasers in Japan with yours in the US and North America and with Lambda Physik in Europe. (Background laughter from Cymer participants heard here). I have also heard that these products are not ready yet. I am a little confused so I called somebody at Nikon USA and he confirmed that that was his belief as well. Can you clarify that for me?

Answer Akins

Yes, and the lasers going into Australia are being built by Lasers Down Under Inc.
(laughs)

Susan

Really (laughing)?

Answer Akins

(laughing) No, believe me I don't want to start any rumors here. No, as far as we are aware there is no truth to those facts, those speculations at all. Certainly, about 3 years ago, Nikon was quoted as saying that they had a desire, if possible, to use Komatsu in Japan and Cymer elsewhere. When confronted with that, it was unclear where that quotation came from. It actually got traced to Nikon Precision Inc. not from Nikon in Japan. That was about three years ago. There has never been any official statement of that kind that we are aware of from Nikon Headquarters. But no, all that is happening now between Nikon and Lambda Physik and Komatsu is receiving a very small number of units on an annual basis on the order of two or three or so per year from those companies for evaluation purposes. Otherwise, everything that ships anywhere in the world on a Nikon machine is Cymer's excimer laser light source.

Brett Hodess-Montgomery

Susan, I'm not sure who you spoke to at Nikon, but in direct discussions with two different high level management people at Nikon, what we were told was that they are not shipping any production systems anywhere except for with Cymer lasers. That they are not shipping Komatsu or Lambda Physik. So I'm not sure what your contact source was but I just wanted to interject that.


Just more beating on a dead horse. Obviously Susan Barney -no pun intended- had NOT bothered to call Nikon. Wonder why? Nevermind. Time to move on. CYMI did and the DLJ BUY report came out well past all this BS from the S Barney sources of the world.

Good Luck To Each And All

Curly
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