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

To: FJB who wrote (24580)3/28/2000 9:12:00 PM
From: Backfill  Respond to of 25960
 
Bob or thread,

Anyone care to speculate if any relationship exists between the apparent rising short interest in this stock and the enormous one-sidedness of the put/call ratio with calls out numbering puts by a wide margin.

I ask myself is this a strategy, or is it two schools of thought about this stocks future.

Bob,
Things are busy at work and the OEMS are having one heck of a time keeping up with demand.

EUV or XRAY litho are still quite questionable with thoughput being the largest concern.

BWDIK I'm an etch guy

Jeff...



To: FJB who wrote (24580)4/12/2000 8:06:00 PM
From: TI2, TechInvestorToo  Read Replies (1) | Respond to of 25960
 
Hey Bob,
As the resident research pro, does CYMI have the ability to manufacture anywhere other than San Diego? The Japan (SEIKO?) site perhaps? I was wondering if they have disaster recovery plan/strategy. Many critical suppliers need a earthquake plan in Ca by their customers. Usually second site capability and inventory are the answer.
Take care,
TI2 (aka etradertoo on yahoo)


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