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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (21758)4/20/1999 10:15:00 PM
From: orkrious  Read Replies (1) of 25960
 
booking in the last six month have exceeded shipments by a mere $150 MM, which gives us an average BTB for the last six months of 102.8,

This is exactly what you would expect to see in a "U" shaped recovery. Headed downward into the U, shipments greater than bookings, as bookings taper off (taper is an understatement). Then coming out of the U, bookings accelerate faster than they can build and ship them. It all averages out to 1. However, given the dearth of capital equipment spending over the last year, bookings are going to increase for some time. Cymer will particularly benefit, as everyone will be moving to their technology.

Jay
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