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Technology Stocks : Cymer (CYMI)

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To: Yakov Lurye who wrote (12318)1/6/1998 9:30:00 AM
From: Scott Violette  Read Replies (2) of 25960
 
Thank you for your help with the quote com charting and the highlighting answers.

Separtely, Leslie Cole followed up on my call to the Cymer IR with Anita of Citrix. She also appreciated the thought of a typed transcript published by Cymer of the Conference Call, but I believe that she would need to justify this to her management.

TO ANYONE:
Are you aware of other companies that provide typed transcripts of their conference calls?

We talked about the need of more PR for the company. She commented on the difficult situation that Cymer is in with only small number of customers and that an announcement of a large order with one company would tip off the market dynamics of the other remaining stepper companies. I believe that there is middle ground between the current secretive postiion and unabashed horn tooting. I also asked why Cymer's customers could not clearly state that a large order for their equipment was equipped with Cymer Lasers. A little arm twisting with the customers is needed.

Side comment- Leslie was very pleasant to talk to and I believe that Cymer is doing what they can to be shareholder focused. I also believe that they are open to ideas if it meets their difficult situation and makes sense.
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