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: ken Su who wrote (6083)	10/23/1997 7:37:00 PM
From: Serendipity	Read Replies (1) \| Respond to of 25960

Conf call comments: Hopefully all this is accurate and I have interpreted what was being said correctly. **** Questions from Montgomery, DLJ, Morgan Stanley, Needham, Paine Webber, Oppenheimer (questions already answered), Soundview Demand is strong. Comfortable with Dataquest estimates. Sees improving gross margins next year. Hesistant to provide guidance on Q4 margins DLJ: Congratulations on a nice quarter Managing customers to 6 month backlog but Cymer has some visibility to over 6 month period - but won't comment on it. But feels solid (no reason to feel otherwise) Race to supershrink versions of 64bit DRAM. Race to .25 micron. Possible that customers may want to pull in orders!! Mfg challenges to be expected but no fundamental technical issues MS: Question - Lead time on lasers going into stepper mfg Steppers and scanners lead time - 4-6 months for steppers; scanners 6 months Tax rate of 37% for next year Quality of Seiko vs San Diego lasers - higly confident of quality Komatsu - continue to negotiate with Komatsu to avoid litigation Worst case market share for 1998 and 1999 - will not comment *** Summary: didn't hear anything negative