Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Gemini who wrote (21814)	4/26/1999 8:07:00 PM
From: orkrious	Read Replies (1) of 25960

I just finished listening to the CC. A lot of very good points, including: Book to Bill an incredible = 1.3 backlog up to 50 mil expect large revenue growth rate in the second half. Essentially, the recovery is underway. Still, this CC just did not seem as bullish as those in the past. This is the first where Jay Deahnna had someone else ask his questions, including some concern re competition. The competition question was answered very well. The competition is not at leading edge, and is at the lower end of chipmakers. Considering that the stock hasn't performed well after the super bullish CC's, maybe this time will be different. My guess is we hang around the 19-22 range until after AMAT's CC next month. Other comments? Jay

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