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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (10613)11/26/1997 9:58:00 PM
From: Jess Beltz  Read Replies (1) of 25960
 
Robert, agreed. Furthermore, another problem I have with Johnson's analysis is that we already "know" from the conference call associated with the last earnings announcement that Cymer has had significant order increases for the next two quarters. That nowhere enters into Johnson's thoughts and would seem to indicate that the stepper manufacturers are NOT sitting on a large inventory of eximer lasers.

jess
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