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

To: orson sanderson who wrote (5503)	10/21/1997 1:25:00 AM
From: Void	Respond to of 25960

Hi everyone. Although this is my first post, I am not new to this thread. I wanted to add my educated guesses to those who have provided me with quality news/insights in the past and I hope they are as helpful. 1. I agree with Ken and others re: Japan and their strong economical nationalism. I believe if Canon/Nikon is given the opportunity of purchasing a comparable system from Komatsu, they will. As an example, I have heard that Toshiba and Komatsu are connected in business. If this is true, Toshiba could exert pressure on Nikon to have their ordered DUV machines be equipped with Komatsu lasers. With that being said, I get the feeling that Nikon and Cymer do have a good business relationship. Nikon didn't have to come to Cymer's aid after the rumors, but they did. In addition, the speed with which the push out? problem was resolved bespeaks a compromise solution between the companies. They are helping each other out. So, as others have said, it will be important for Cymer to maintain a technical edge over Komatsu. Something I do not believe will be too difficult for them to do. (OK I do have a little bias.but only a few hundred shares worth.) 2. Re: Earnings. From all that I have read on this thread, I get the feeling of a little tension between Cymer and Wall Street these days. I believe Akins/Angus wouldn't hate it very much if they proved the analysts way wrong.again. (hm.maybe that is one of the reasons as well as the conference pullout for the bad blood in the first place?) Anyway, that added to the fact that ASMLF seems to be as backordered as ever may give a nice earnings surprise here in a couple days. 3. Finally, long term I have tried to find a better place to invest my meager funds but since I haven't, they are all invested in Cymer; every last cent I can. 4. Thanks to all the good posts. Sorry I rambled. Void Ps. Just out of curiosity, can anybody show me how to calculate EPS based on #lasers sold? Let's pick a number out of the blue.say 10 lasers over their predicted EPS for the quarter would equal what in added EPS? Thanks in advance ;)