Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: ScotMcI who wrote (21934)	5/4/1999 11:16:00 PM
From: Guy Gordon	Read Replies (1) of 25960

Ouch! Thanks for the transcript, Scott. But there are some real cautionary statements in there. No officer of a company wants to make a statement like this to analysts. The fact that he did is serious: As I mentioned in the conference call, that activity is moving from issues of performance and productivity and the like now to also include price pressures. And I think that one could say that we're on the verge of the competition creating a price war with these particular products. And that definitely has an impact,... ... Steve: ..relative to the inventory in the channel, I think you've been concerned about that in the past. We've talked about possibly 250-300 lasers out there. Do you have an estimate for that now? Angus: Yeah. It went up I think maybe about ten percent this quarter, Steve.

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