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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (16381)4/7/1998 12:08:00 PM
From: Yakov Lurye  Read Replies (2) of 25960
 
Re: I expect them to beat estimates this quarter and so do a lot of other people on the thread. Next two quarters? ... a flat quarter or two would not be a surprise

Given the considerable series 5000 inventories at customer premises, the backlog after this Q when measured in total number of laser units is likely to be flat or slightly down. In monetary terms, this may not be the case, because 5010 lasers should be more expensive. Haven't seen any 5010 price quotes yet.

During the last CC, they'd told that they will not report orders measured by the number of units, only the monetary value.

An interesting question that will be probably raised during the CC is whether the series 5010 orders mentioned in recent releases are "new" or do they represent upgrades of the existing 5000 orders.

Regards,

Y.
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