Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (21822)	4/27/1999 4:03:00 AM
From: Mani1	Read Replies (1) of 25960

My take on the CC, Positives, Tremendious results in manufacturing and R&D. EUV generating a lot of interests. Demonstrated 3000 Hz Kripton Flouride laser! Wow! BTB of 1.33 Strength in Japan expected increase in revenues from "upgrade kits" competition only successful at the low end targeted towards 0.25 (not 0.18) Negatives price competition. This is real big, did not like comments like "price war" and "sometime cheapest is most attractive" 10% increase in customer's inventory (I was hoping we would see a decrease) 5 to 10 cents expected loss Cymer remains a world class operation and I would not want to be the company competing with it. I am guessing that we are going down at the open. Mani

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