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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (20921)2/1/1999 7:27:00 PM
From: Clarksterh  Read Replies (1) of 25960
 
Zeev - Re: BTB less than 1

As Robert has said, the problem is that the channel for Cymer lasers is stuffed. Last quarter the channel held 30% of all the lasers Cymer ever shipped. Even if there was a marked up-tick in orders to the stepper manufacturers I would be surprised if they didn't work down their inventory. When I bought Cymer 4 or 5 months ago this was expected by me, and a worry, but in the end I expect it will result in an upside whipsaw effect later in the year, so I'm not going to get too uptight.

Clark
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