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

To: Kalyanaraman who wrote (6078)	10/23/1997 7:24:00 PM
From: rwh	Read Replies (2) \| Respond to of 25960

Conference Call Comments by Mr. Akins: (1) Market Picture: " . . . end user demand remains strong.". . ."demand for Cymer laser remains strong". . . "1.25 BTB 6 month 3rd Qtr.". . . "continued sequential growth for next two quarters" (2) Competitiveness: "we know how to build lasers better now than we did last year . . . becuase we have pushed production to the levels we have . . . we are on schedule for delivery of prototype lasers . . . (3) Manufacturing: "can meet world wide semiconducter demand " . . . 126 lasers delivered in 3rd Qtr. . . . now have ability to produce 1000 lasers/year + spare parts (4) Growth Margin down this qtr. due to new facility + warranty reserves + inefficiency due to reallocation of test lasers in 3rd Qtr. (5) Our customers predict increase in install rates of Cymer lasers for next two quarters (6) Cymer limits its comments to facts--we cannot always respond to every rumor--we have obtained investor relations professionals to work with us in coming weeks