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

To: D.J.Smyth who wrote (5590)	10/21/1997 8:34:00 PM
From: TideGlider	Respond to of 25960

Darrell: We have this type of information surface every time the market is good. In this case we have a good market as well as near being earnings reporting. They are trying to slow a pre-earnings run. It would be better for them to let it climb and get out. If they were so certain it would rise they would get out now. They have trapped themselves in the very uncertainty that they wish to breed. Bruce....T.G.

To: D.J.Smyth who wrote (5590)	10/21/1997 8:54:00 PM
From: Curlton Latts	Read Replies (2) \| Respond to of 25960

Darrell:>>SB report is not under ASMLF or Cymer with bloomberg<< Was that the SB report or the BS report? I can't find either on Bloomberg myself. Little matter, all the SB-BS just further raises the level of attention on CYMI and its phenomenal earnings growth prospects. There is flat ZERO competition to CYMI in an enormous new market that predicts to generate huge profits going forward for the forseeable future. There is a huge short interest in CYMI that is caught between a rock and a hard place. Time is running out for them as continued earnings growth plows upward. The level of rumors and hit piece articles is rapidly degenerating from "there's a bomb in the factory" to "my dog ate my brokers short sale confirm ticket". Good Luck To Each And All Curly ~~~~~~~~^^ [6.6] ....> [_]

To: D.J.Smyth who wrote (5590)	10/21/1997 11:16:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 25960

Darrel & thread, thank you for bringing back the thread to its usual informed debate. I would like to point out a few things: 1) Again, it is my belief that the report exists and that Nikon has in fact told SB and other analysts in Tokyo about the lasers which means that the U.S. tech analysts are gaining hold of this information currently. You will not be able to find this report on bloomberg as you have not been given access by SB to their research. Even if you do a search under CYMI or Nikon it will not show. That is why brokers provide their proprietary research on bloomberg to prevent people like us utilising the information for free. You should thank GriffinMrX. I suspect that you may soon be hearing more on this subject of Komatsu's lasers. Perhaps a proper press release or something...... 2) This does not mean that CYMI is in trouble. It means that , AS EXPECTED, there are other entrants coming into the DUV market and are ramping up capacity. Right, where does that leave us? Well, long a company that has an overwhelming share of USABLE and PROVEN DUV lasers in the field right when capacity is being ramped up. Komatsu no doubt is rushing their lasers to the market and they will have their fair share of production problems just like CYMI did. People underestimate the difficulty in addressing technical problems. The Japanese have just as hard a time as anyone else. I'm still bullish and long CYMI. 3) The entire market for DUV is expanding at such a pace that this should not affect CYMI's growth. Remember, you may have a hot product but things like maintenance (remember the tie-up betwen CYMI and ASMLF), quality (double the capacity may be great but what if it breaks down twice as much?), technical requirements (do steppers have enough throughput to make it worthwhile having a laser that has a MTF of double its competitors?) and cost ('nuf said) are crucial elements to a product's competitiveness. Will this have an impact on the bottom line for a stepper manufacturer and its competitiveness? I would expect that these variables come into play. This is a business, not a laboratory. Regards....PAinvestor P.S. I would be very appreciative of someone who could answer these questions. There was a post way back in September or so which had a direct comparison of CYMI's, Komatsu's and DOHR's DUV laser specs. Can anyone update this? (TIA)