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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (8530)11/6/1997 5:32:00 PM
From: Yakov Lurye  Read Replies (1) of 25960
 
Curly, your estimate of 700 units for next FY is reasonable, but your calculations may be flawed : 40% growth was used in year to year context, and your base for the current year (126x4) may be somewhat high (the last 126 lasers quarter was their largest in terms of production).

Your basic premise holds, however, - transition to .25mu is going forward, and there are no immediate signs of laser inventory build up at CYMER's customers - considering that book-to-bill ratio did not change much. Unless we see some signs of material changes, the future for the company remains bright (stock price notwithstanding)

Regards,

Y.
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