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Technology Stocks : Cymer (CYMI)

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To: Maxwell who wrote (9911)	11/17/1997 12:18:00 PM
From: moat	Read Replies (1) of 25960

Maxwell: About the hope for 200 lasers in 97q4 ... keep in mind that 97q2 earnings release said: "We believe that we have essentially satisfied our customers near term demand to fill their production lines with lasers. Our continued growth rate will be a function of the speed at which our customers ship steppers and scanners to the chip makers as well as our ability to meet their delivery schedules." In summary, during the past 7 quarters they shipped the following number of lasers (at ASP of $0.440M): 15 27 41 62 84 117 126 And backlog (in $M) for the last 6 quarters were: 49 52 98 91 123 116 My guess is that the numbers slowed down a bit from q2 to q3 due to the statement above. So, 200 lasers for q4 seems a bit optimistic to me ... IMHO ... nonetheless... don't get me wrong... I read quite a few of your posts on CYMI and they are very informative... thanks again for all your help on this thread. -moat

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