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

To: Proud_Infidel who wrote (24342)	2/26/2000 5:00:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 25960

I think part of CYMI's earnings being less than some expect at this point can be traced to the fact that many of the equip. mfgrs had an inventory of lasers from the last cycle that had to be worked off before ordering more. These were ordered before the "Asian Contagion", and then sat until needed. Consequently, CYMI could be expected to lag behind AMAT in orders, deliveries, and earnings ramp-up till these inventories are burned off. I expect that those inventories have now vanished, and with the significant growth in equip orders, I think this coming quarter will tell the real story of how much CYMI can earn......and I expect that will be a LOT. Regards, Knip