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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (20934)2/1/1999 8:46:00 PM
From: orkrious  Read Replies (2) of 25960
 
Last point, Jay Deahna figured out that with the operating profit of roughly $.09, a sequential revenue increase of 5-10%, yet a projected small loss next Q, operating expenses were going to go up approx 35% sequentially. Akins or Angus (I forget who) agreed. When queried, he said slightly more than half was R&D.

My point, this is a big increase, and wouldn't be done without a large expected increase in demand.

Okay experts, Bob, Ian, Brian, Curly, et. al., I thought it was a pretty good conference call. My one concern is Akins wouldn't comment on Nikon apparently shipping 10 scanners in 1999. Opinions everyone?

Jay
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