Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JRobinson who wrote (5507)	10/21/1997 3:16:00 AM
From: Curlton Latts	Read Replies (4) \| Respond to of 25960

JR: Going back to the last CC proves this rumor is more BS by desperate shorts. Notice that S. Barney asked this question: Susan Barney, Emerging Growth Management I missed the first portion of the call, so forgive me if this has been covered, but I heard from another research house that at the present time Nikon was shipping its products with Komatsu lasers in Japan with yours in the US and North America and with Lambda Physik in Europe. (Background laughter from Cymer participants heard here). I have also heard that these products are not ready yet. I am a little confused so I called somebody at Nikon USA and he confirmed that that was his belief as well. Can you clarify that for me? Answer Akins Yes, and the lasers going into Australia are being built by Lasers Down Under Inc. (laughs) Susan Really (laughing)? Answer Akins (laughing) No, believe me I don't want to start any rumors here. No, as far as we are aware there is no truth to those facts, those speculations at all. Certainly, about 3 years ago, Nikon was quoted as saying that they had a desire, if possible, to use Komatsu in Japan and Cymer elsewhere. When confronted with that, it was unclear where that quotation came from. It actually got traced to Nikon Precision Inc. not from Nikon in Japan. That was about three years ago. There has never been any official statement of that kind that we are aware of from Nikon Headquarters. But no, all that is happening now between Nikon and Lambda Physik and Komatsu is receiving a very small number of units on an annual basis on the order of two or three or so per year from those companies for evaluation purposes. Otherwise, everything that ships anywhere in the world on a Nikon machine is Cymer's excimer laser light source. Brett Hodess-Montgomery Susan, I'm not sure who you spoke to at Nikon, but in direct discussions with two different high level management people at Nikon, what we were told was that they are not shipping any production systems anywhere except for with Cymer lasers. That they are not shipping Komatsu or Lambda Physik. So I'm not sure what your contact source was but I just wanted to interject that. Just more beating on a dead horse. Obviously Susan Barney -no pun intended- had NOT bothered to call Nikon. Wonder why? Nevermind. Time to move on. CYMI did and the DLJ BUY report came out well past all this BS from the S Barney sources of the world. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] ....> [_]

To: JRobinson who wrote (5507)	10/21/1997 8:29:00 AM
From: Robert DeHaven	Read Replies (1) \| Respond to of 25960

From my Bloomberg Terminal, story dated 9/12/97: the Smith Barney analyst Chuck Goto downgraded the stock of Nikon to Underperform saying technical problems at Cymer could delay shipments of Nikon's stepper machines.... Same Article: "There are no technical problems in Cymers lasers that are keeping Nikon from shipping"....Teruo Shiamura Nikon Hope this helps.... Bob

To: JRobinson who wrote (5507)	10/21/1997 1:57:00 PM
From: Elwood	Read Replies (2) \| Respond to of 25960

To All *** Just got off the phone with Smith Barney locally, and they said the name of the analyst is Chuck Goto, he is saying Nikon will be using Kumatso? (krf) lasers, and they expect to take all of the production Kumatso will provide, up to 21 units for the Jan to Mar qtr. He further states that Nikon says the KRF lasers have more beam stability and can fire up to twice as many times as Cymers. Don't know what this will mean in the short term, or the long for that matter, but it is interesting. Maybe it is just a USA vs Japan trade debacle. I would guess cymi is the leader in the laser tech, and will soon beat krf specs. E