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


To: FJB who wrote (24862)5/1/2000 10:12:00 PM
From: Dale Knipschield  Read Replies (2) | Respond to of 25960
 
Hi,

I just sent CYMI investor relations an e-mail note today expressing my dismay at the stock price and my dis-satisfaction with the way they were projecting their image and telling their story on Wall St. Didn't expect a reply, but got one. It is attached for your info.

>>From: "Terrence Slavin" <Terrence_Slavin@cymer.com>
To: xxxxxxxxxxxxxxxxxxxxxx
Date: Mon, 1 May 2000 17:52:45 -0700
Subject: Cymer

Thank you for taking the time to contact us. With your CYMI holdings, I
certainly understand your concerns. Let me assure you that Cymer management is
very concerned about maximizing stockholder value, and none of us here are happy
with the Street's short term concerns. We have modified our corporate/financial
presentation to reflect the new message we need to convey to the street, and the
more accurate way the street should be viewing the company. This new story will
be presented in New York later this week, and we're hoping it will have a
positive impact. After the presentation, we'll continue to evaluate it and
refine it as necessary to insure that it is true, accurate, and effective. We
want all of our stockholders to be happy they are owners of the company over
time. Please feel free to contact me again when necessary.
Regards,
Terry Slavin >>

Not sure what their modifications are, but it seems that at least they are aware they need to do a better job of presenting their story to Wall St.

Regards,

Knip




To: FJB who wrote (24862)5/4/2000 2:26:00 PM
From: Backfill  Respond to of 25960
 
A "new" method of lithographic imaging, called Reference
Distribution Aerial Image Formation (RIF), has been proposed by Mulith,
a small optical design company. The fundamental concept involves image
reconstruction from interference of the projected demagnified image with
a reference plane wave which is phase-correlated to the main image.
While more study may be warranted, the technique appears to have little
practical value because of the inherent control problems (stability,
speckle, etc.) associated with image formation from highly coherent
sources. A similar technique called Imaging Interference Lithography
(IIL) was proposed to Sematech by researchers at UNM in 1998. Sematech
opted not to fund IIL because of the unrealistic system tolerancing
specs that would be necessary to implement the technique.