Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: TI2, TechInvestorToo who wrote (13729)	1/30/1998 7:20:00 PM
From: Cymeed	Read Replies (3) of 25960

Thanks for your comprehensive view re booking and orders. I am not so sure about any double booking. Possible. What I heard and read is an inventory-adjustment process that influences Q1 shipment. Cymi has sold 450 (or 460?) lasers in 97 and >100 before 97. There was only one installed by Sept 31, and 82 installed by Dec. 31. So there must be > 500 lasers still in the pipeline, sold but not installed. Q1_98 installation is expected only 120~130 (equal to Q1 shipments according to cc). I don't know how much inventory is supposed to be in the pipeline and what is the resonable worldwide laser inventory for all companies combined. I have definitely seen Cymi's own inventory jumped to a worth of equivalent to 100 lasers. So Q1 slow down is definitely real. The question is Q2 and beyond.

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