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

To: Mr. Aloha who wrote (5632)	10/22/1997 2:35:00 AM
From: FJB	Respond to of 25960

Is it demand slow down or production limits??? Production problems. Bob

To: Mr. Aloha who wrote (5632)	10/22/1997 6:30:00 AM
From: Robert Scott	Read Replies (2) \| Respond to of 25960

How about Nikon overforcasting but not that overall demand is slowing? The article says that Nikon's requirements were pushed out but were quickly filled by other vendors - seems to me it's a Nikon problem - not an industry problem.

To: Mr. Aloha who wrote (5632)	10/22/1997 8:07:00 AM
From: Mason Barge	Respond to of 25960

>>Is it demand slow down or production limits? The story I infer from Akins' and others remarks, best as can be told, is that Nikon had overprojected its ability to get fused silica, i.e. overestimated its ability to deliver steppers. I have always credited Akins' account of the Nikon business, but even if the problem were demand-driven -- that is, if a customer had pushed back a Nikon order and it had rattled down the chute to Cymer -- it's very temporary and will correct itself in a quarter. Not much help for short termers, but even for them, it's nice to know you can hold the stock a few months and make money, if need be.