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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (11169)12/8/1997 12:44:00 AM
From: ForYourEyesOnly  Read Replies (1) of 25960
 
Yes, please disregard everything I say as a short trying to manipulate things. That makes the world such a simple place. There exists only good and evil, long and short!

1. I have no opinion on Komatsu's production figures. I only reported what I saw in the magazine. There is no way for me to judge those figures. I can only say that I think that sooner or later they will be ramping up.

2. So, can a production force for 500 lasers (current production) produce 1000 lasers? Only if they don't need sleep! I think that Cymer will hire in stages as production ramps up. I didn't say they can't do it, I just think that Cymer mangement is oversimplifying for wall street.

Believe it or not, I am long Cymer. I just like to try to get a realistic understanding of the companies I own. Any serious debate is welcome.

THC
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