Cymer (CYMI) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Nevin S. who wrote (13888)	2/2/1998 7:55:00 PM
From: Mr. Aloha	Read Replies (1) of 25960

They've held inventory for quite some time and.... I expect they will always hold a high amount. I think the inventory IS a little TOO HIGH right now given we are knee high in Asia doo-doo :-) I think perception will change and become more positive over the months. I also expect interest in new products to have a negative short-term effect. I was surprised to see CYMER ship as many lasers as they did last Q. If the company didn't say they would, I wouldn't have believed it. I think it has to do with this being a new and lucrative opportunity for all involved. CYMER's customers have just gotten a REAL CRASP on production and many have plans to ramp up BIG-TIME. I-line is a losing market right now and each Q report will indicate more and more DUV as a % of market share. Cymer just gave the market an excuse to adjust inventory and they probably used R&D to justify a portion of it. I think earnings will come in exactly as Cymer told us - no surprises. Aloha

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next