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

To: Patient Engineer who wrote (6776)	10/27/1997 10:36:00 AM
From: mauser96	Respond to of 25960

Insightful post. As a company grows the management style must gradually change, and what had been ad hoc decisions must gradually become institutionalized in the corporation. It is sometimes very difficult for the management that has grown the company from the beginning to admit they need help. As I have followed Cymer, it becomes more obvious that they need help in PR, in dealing with analysts, and in professionally managing rapid growth and controlling expenses. It's time to bring in some MBA "suits".

To: Patient Engineer who wrote (6776)	10/27/1997 12:12:00 PM
From: Sorin A. David	Read Replies (1) \| Respond to of 25960

While I am not very experienced in the Japanese market, what you are saying sounds very probable. THe problem I see though is that Komatsu doesn't have the volume to produce enough lasers to satisfy the local customers so Cymer could (in theory) tighten the screw. The problem with that would be that it would hurt the very sensitive feelings of those japs. It would be a tight rope, but from what you are saying, Cymer would be well adviced to start to negociate it. On te other hand, Cymer would be more or less alone if they denominated their receivables in any other currency than US dollars. I would not even conceive anything else since it would be suicide.