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


To: Jerome who wrote (23790)12/15/1999 6:49:00 PM
From: Darryl Olson  Respond to of 25960
 
From Yahoo board:

by: highstickr
12/15/99 5:35 pm
Msg: 23470 of 23472

Just talked with Cymer IR who connected me directly with a board member and executive at Cymer. I wouldn't want to say who specifically in case
I mistakenly state something out of context. His points:

SVGI-Lambda order is old news, this is a restatement of a previous order that fell out. They stand by their statments
during the last quarterly report that Lambda and Komatsu will still get a percentage of orders, but that this percentage is
not changing dramatically.

Micron's laser choice was based soley on price and Cymer wasn't about to bid for an order below a certain point, due to
the overall demand for Cymer lasers presently.

Lambda and Komatsu do not at present have production capability for multiple large orders.

Cymer's servicing ability remains #1. Upgrades and spare parts are still good business.

Business is very good right now and the year 2000 is shaping up to be very good.



To: Jerome who wrote (23790)12/16/1999 11:27:00 AM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
I'm too busy buying stock to do as you ask. Have been since the breakout - hadn't been up till then since the stock was $15 ages ago. I see this stock heading North far and fast. If your printer is out of red ink it's certainly not from having gone long this stock any time in the last couple years. You would have really had to been trying. Your suggested options plays perhaps?

The stock had a breakout at $40 -- it now has come back to the line --- that is a huge positive sign for the stock's next move up. Stocks that come back to the line after a breakoout usually are the best performers.

I had calculated that Knucklehead Smith's average short price was $28 --- that leaves Knucklehead Smith crying in his beer. Particularly since his view of the fundamental conditions in 1998 were right. He just blew it big-time because he never could understand Old Turkey. It was Old Turkey who always said "It's a Bull market you know".

You get my drift pardna.

Good Luck To Each And All

Curly

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