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


To: mt who wrote (6982)10/28/1997 2:30:00 PM
From: Shakush  Respond to of 25960
 
MT, UBS's Fitzgerald used 54% of cap equip total sales to Asia as part of the rationale for his downgrade last week of 6 (I think) specific stocks and bad attitude toward the group in general. I don't know what CYMI's % is.



To: mt who wrote (6982)10/28/1997 2:46:00 PM
From: D. K. G.  Read Replies (1) | Respond to of 25960
 
Cymer's sales to the Gang of Four litho as a % of total revenue.

95 6 mo 96 96 3 mo 97 6 mo 97 9 mo 97 Q397

ASML 18.00% 22.00% 19.00% 19.00% 22.00% ? ?
Canon 19.00% 37.00% 30.00% 13.00% 21.00% ? ?
Nikon 27.00% 20.00% 31.00% 54.00% 46.00% ? ?
SVGL 1.00% 7.00% 10.00% 3.00% 5.00% ? ?

Above data from 10Qs and the like.
I often wonder why this Question is not posed by
analysts during the C.C.

- D