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

To: FJB who wrote (5554)	10/21/1997 11:15:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Did anybody notice this huge discrepancy in the Smith Barney report? I'm not sure any info Komatsu or the analyst have to offer can be trusted. Although the two companies do not appear to have agreed on any firm shipment schedule in terms of units, we believe Nikon will take most, if not all, of the 21 units that Komatsu has scheduled to build in the January-March quarter of 1998. There may be a room for small number of additional units, but, given the difficulties of tooling up the excimer laser production lines, we do not expect any major upward variance. Komatsu's Press Release from June 30, 1997. Already capable of producing 10 units a month, the new facility is preparing for doubling monthly output by the end of this year. komatsu.co.jp Maybe, any numerical claims coming out of Japan should be divided by 2 or 3.