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Technology Stocks : Cymer (CYMI)
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To: Jess Beltz who wrote (8843)11/10/1997 11:05:00 AM
From: Hollywood  Read Replies (1) of 25960
 
Jess,

I believe that if you refer back to the following post by Rustam Tahir you'll find that this is them main issue presented in the Morgan Stanley update of 10/24.

techstocks.com

Some excerpts:
--However, we believe Cymer, through no fault of its own, is susceptible to further push outs and potentially lower sequential growth over the next few quarters. We believe this could result in a declining sequential quarterly shipment scenario before the company once again begins a likely multi-year growth path.

...However, we believe circumstances beyond the company's control could create a situation in which it would have to react by slowing its quarterly shipment rate. This, in turn, could create a short-term quarterly earnings decline.

...In light of these aggressive internal forecasts, we are concerned that some suppliers may be purchasing lasers in anticipation of higher than possible shipment levels over the next five quarters.


Hollywood
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