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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (21285)3/9/1999 6:15:00 PM
From: Clarksterh  Read Replies (1) of 25960
 
Laggard bear arguments still trying to deny reality on inventory are simply self-delusional indulgences.

?? 284 (the number of lasers in inventory) is almost 1/2 of all the lasers installed around the world. That is, by any measure, a lot. And it is at least 4 times the number of lasers they got orders for last quarter (assuming $30M in orders at $500K apiece.). Again, that is a lot.

I happen to believe that when TSMC, UMC, Intel, Samsung, NEC, ... start ordering it will come in a flood and empty the inventory fairly quickly, but I can certainly understand the worry. It does not seem an unreasonable one.

Clark
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