Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Ritz who wrote (20924)	2/1/1999 7:20:00 PM
From: Nevin S.	Read Replies (1) of 25960

So the stock doesn't hit 40 after this conference call. If this is the bottom, and, many on Wall Street seem to think the upward cycle has begun (improving IC ASP's, increase in B2B, favorable forward looking statements), then maybe orders increase as the quarter progresses and some analysts offer up some positive comments then. This is not the final word or pronouncement regarding CYMI's prospects. We will see a surge in orders once backlog is burned off. Remember, Cymer's lasers are not cheap and stepper makers bear the risk of inventory obsolescence. I agree with Zeev on the increase in breakeven revenue. This is a positive sign for a company like Cymer. They have spent the last year and one half building an international service organization to gain the confidence of the end user of their equipment as well as stepper manufacturers. This is an investment in their future that will payoff as competitor's products gain acceptance for similar performance (I will admit this may be hotly contested) but lack manufacturer support. $46 MM is fewer than 90 units/quarter based on an ASP of $500,000.

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