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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (22330)	6/29/1999 11:24:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Brian, Too many "IFs" in your concern for me to have a real worry that CYMI's earnings are going to be affected. 1. We don't know how many more 248nm lasers relative to 193nm lasers would be required 2. We don't know the difference in ASPs 3. We don't know the difference in gross margin 4. We don't know what the difference in gross / net revenues will be, if any. One could always call Marie if one really wanted answers. Personally, I'm satisfied that CYMI's revenues are going to grow rapidly enough to support an increasing stock price. FWIW, Ian.