SI
SI
discoversearch

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: damniseedemons who wrote (6339)10/24/1997 3:13:00 PM
From: JRGEE  Respond to of 25960
 
Sal, relax the regulars on this thread including myself have been to hell and back. We have a short fuse just ask Steve this morning when the stock went down to $25.

You are very welcome here and I think I speak for all. Please continue to post here.

Just remember that MM have kick us every which way but up.

Have a good weekend.

Cheer,

Ray



To: damniseedemons who wrote (6339)10/24/1997 3:16:00 PM
From: Noneyet  Respond to of 25960
 
( Off Topic )

Sal, somehow I don't think you'll be missed. Good luck, you should have sold Cymer when the rocket scientists downgraded it.

Any fool ( motley or not ) can see they were right and the people who run Cymer didn't have a clue. My last sentence is just some biting sarcasm, for anyone new to the thread.

Regards,
Tom

PS. I still had time to edit this. I have a question to ask you, after the earnings were released and Cymers future is clearer, do you think the analysts did the least bit of homework on Cymer before they decided to give it a crew cut ? That's the reason people weren't happy with your comments yesterday. Those gentlemen (if you can call them
that ) didn't bother to check anything and as far as they were concerned Cymer was lying during their conference call. Otherwise Cymer would be much higher today, it does not belong at these prices.



To: damniseedemons who wrote (6339)10/24/1997 3:17:00 PM
From: fedhead  Respond to of 25960
 
So sal would you be buying semi equipment today ?



To: damniseedemons who wrote (6339)10/24/1997 3:23:00 PM
From: D.J.Smyth  Respond to of 25960
 
spoke with Mr. Angus again this a.m. regarding Goto's comments:

Is it possible that Goto's comments regarding Cymer's lasers at Nikon came directly from Komatsu and not from Nikon:

"Very possible. We know there are certain elements in Japan, expressly at Komatsu, which would like to see more of their systems in place in that country and they will do what they can (my comment: take this to mean, use the media) to further this goal."

Is it possible that Goto's comments regarding Cymer were made as a dubious means for lowering Cymer's stock price for the express intention of buying shares of Cymer cheaper to add to existing ownership positions?

"I don't think that is the likely case. More likely Komatsu will say and do what they can to promote their line of lasers.

This gas leak versus gas life - is there even any inkling of truth to this?

"Not at all. None. There simply is no gas leak. I have no idea what he is talking about here or where he could have come up with this." (my interpretation - its an out and out lie)

Is it true that for a manufacturer to carry both the Cymer laser and the Komatsu laser that this would be doubling the develop and learning curve costs of supporting both lines?

"We certainly think so, and I believe the industry currently agrees with that assumption. You can have different lasers functioning within different lines, as long as the individual line remains constant throughout in regard to systems employed, this is possible."

But even though you have the potential of different lasers operating in separate line environments, this would still increase the cost for the manufacture to supply separate support, tools, training, etc. for both lines (I'm referring to Goto's comments that Nikon would purchase 21 lasers from Komatsu)?

"Yes. Not only that, but even if Komatsu sold 21 lasers to Nikon it would take Nikon YEARS to bring those lasers into the production and development process. This is why our current market position is so important as we build our worldwide organization. We're already there and able to meet the immediate demand for these systems."



To: damniseedemons who wrote (6339)10/24/1997 3:31:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 25960
 
Sal, don't give up so quickly. You've got to wade through a lot of slate to get to the gold



To: damniseedemons who wrote (6339)10/24/1997 4:04:00 PM
From: Tsaen Wang  Read Replies (2) | Respond to of 25960
 
Sal

I for one, like to see you stick around. It will be a boring
thread if only positive outlook is expressed. I got burned
badly partially because of it. On the other hand, don't be
so easily rankled. It is much harder to be a bear on any thread.




To: damniseedemons who wrote (6339)10/24/1997 4:35:00 PM
From: Brian F.  Respond to of 25960
 
Sal, I for one have appreciated your comments. Remember there are still some good threads out there.

Brian