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: FJB who wrote (5797)	10/23/1997 4:02:00 AM
From: Mr. Aloha	Respond to of 25960

THESE CONFERENCE TRANSCRIPTS ARE A MUST READ!!!!! XXXXXXXX techstocks.com Thanks again ScotMc for the effort. There's sooooo much good stuff in there. If CYMER falls on it's face the only thing I can say is management was full of B.S. (I don't think so personally). I like this message..... ---------------------- 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 Yes, and the lasers going into Australia are being built by Lasers Down Under Inc. (laughs) Susan Really (laughing)? Answer (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 Otis Susan, I'm 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. ----------------------- After reading the messages, it's QUITE CLEAR that the analysts really don't know much about the technology and could have simply YELLED FIRE without knowing what the hell was going on. Because of their lack of knowledge, they decided to just bail and ask questions later. CYMER said they WOULD NOT dismiss themselves from another conference call if the same situation occured in the future. Aloha