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Technology Stocks : Cymer (CYMI)
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To: Yakov Lurye who wrote (13235)1/28/1998 10:40:00 AM
From: Czechsinthemail  Read Replies (1) of 25960
 
Y,
I agree with your view that Nikon is likely using Asia as a cover for its problems. Most of the DUV deployment announcements I've seen have been for ASMLF, SVGI and Canon machines. Since the Nikon announcement only covers the period through March, it doesn't give much forward visibility. Though there may be some short term weakness of Nikon orders for CYMI, my guess is that as Nikon's bugs are worked out, it will more aggressively push to regain market share. That should be good for CYMI.
One other item is that CYMI's stock price has been severely hurt by Nikon problems having been attributed to CYMI. I think getting the smoke cleared around this should help CYMI stock.
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