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Technology Stocks : Cymer (CYMI)
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To: Bruce Dorval who wrote (5787)10/23/1997 3:14:00 AM
From: ForYourEyesOnly  Read Replies (1) of 25960
 
INFO FROM JAPAN RE CYMER AND NIKON:

Let me first state that I am long Cymer to the tune of 40% of my portfolio, and that I am not trying to sway the price in any way.

Now, I visited the President of a Japanese equipment manufacturer today, and during our conversation I asked him about Cymer. He told me that he had heard that Nikon is having trouble with their Cymer lasers, and that it is seriously causing trouble for Nikon. Nikon may therefore be considering switching to local lasers (Komatsu).

Let me state here that this info may well be innacurate or outdated. But I think it does go to show that people within the Japanese equipment industry are talking somewhat about these "rumors" of trouble with Cymer's lasers.

I think it would be very good if someone close to Nikon or a customer of theirs (Specialist, Andrew Vance, Yousef, Maxwell, Mason: please help!) could talk to people in Nikon about the true nature of their relationship with Cymer and the current situation of the problems.

As a Cymer investor I take this as a serious long term issue, and I hope that we on this thread can band together to find out the truth of the current situation.

Looking forward to everyone's serious feedback (and hopefully proactive investigative actions) and not any posts dismissing this as more "trickery by the shorts."

Hoping for a good report tomorrow...

THC
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