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Technology Stocks : Cymer (CYMI)
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To: Rustam Tahir who wrote (7626)10/31/1997 5:24:00 PM
From: D.J.Smyth  Read Replies (2) of 25960
 
Rustam <<-Cymer's recent orders, its backlog, and six month forecast from its customers
suggest that our thesis is incorrect. In fact, the company fully expects to grow
sequentially in each of the next two quarters (i.e., 130+ and 135+ units in F4Q97 and
F1Q98, respectively versus our estimates of 110 units in each quarter). Based on
Cymer's outstanding manufacturing execution over the past year, we believe the
cdompany can easily execute its plan.>>

Cymer's information suggests that their information is incorrect. why doesn't this particular analyst simply believe the industry leader instead of his own data which was based on material which was wrong to start with?
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