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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (8530)	11/6/1997 2:21:00 PM
From: Curlton Latts	Read Replies (2) of 25960

Bullish revenue growth "intelligence" from Akins at the last conference call: "On a sequential basis, third quarter revenue increased 15 percent..... we feel comfortable with revenue growth increasing for at least the next two quarters.......(edit note: he said revenue GROWTH increasing - not just revenue increasing...important point, considering last qtrs GROWTH was 15% sequential)........ customers recently told us that, in their opinion, the demand by chipmakers for Deep-UV tools in 1998 would be approximately 700 systems.......... the demand for Cymer's laser remains strong. The order rates from our customers remains strong. The urgency of delivery of lasers to customers remains urgent and unchanged. Forecasts from our customers for the foreseeable future remain strong.......... based on significant orders received since the close of the third quarter, and on customer forecasts, we expect continued sequential growth for at least the next two quarters......... Given the above statements and given managements track record of significantly beating all estimates, I don't think it will be any trick at all to do 700-800 units in 1998. Justa W. you seem to have some other opinions and maybe you can tell how many units you perceive shipping given the above facts. P.S.: The quickest way for a man to get a haircut is to ask his barber if he needs a haircut. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] ....> [_]

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