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

To: Curlton Latts who wrote (7279)	10/30/1997 1:59:00 AM
From: Bezoeker	Respond to of 25960

Gentlemen, Cymer Capacity vs. Demand. Previously posts showed capacity calculations and stated all but 2 systems were shipped in the Stepper(Scanner) market. Has anyone looked at 246nm DUV Stepper/Scanner demand to see if Cymer has (over)capacity??? Questioningly yours, Bezoeker

To: Curlton Latts who wrote (7279)	10/30/1997 2:46:00 AM
From: Reseller	Respond to of 25960

Curly >>I think Joe Retail isn't blinking anymore << The fact of the matter is that Joe Retail is a getting smarter with the information revolution. The Internet with it's wealth of information has allowed us to better decipher for ourselves. Cymer has been revealed to be an outstanding company, that's all I have to know. Will be looking to pick up some more as I go thru a rotation. Did the same not to long ago with IOM went from 14 to 28 during a short squeeze. Don't mind these guys shorting a bit time is on my side. ; ) Regards ( ps. thanks for all of the great information ) Joe Retail

To: Curlton Latts who wrote (7279)	10/30/1997 5:33:00 AM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Curly: I sent the URLs detailing the short interest to CYMER, via Leslie Cole. Cymer could make some bucks buying in on the open market. I would think that they could make 50% profit fast. Why shouldn't the comapany as well as the shareholders profit from the short interest that refuses to move on. Bruce

To: Curlton Latts who wrote (7279)	10/30/1997 6:38:00 AM
From: Noneyet	Read Replies (2) \| Respond to of 25960

Curly and All, As you know, I am and have been a Cymer bull for quite a while. I also agree with most analysis of the company that's posted here. I have not read all the post's recently, however, what I have trouble understanding is why some here are expecting Cymer's stock to appreciate in this market environment. No matter what the short interest is, or Cymer's earnings and it's potential, how do you expect it to move up while the market either trades sideways or down. Are you expecting Cymer to diverge from the market or even become a leader ? I don't see that happening. My concern for Cymer now is not the company or what it can accomplish, but how the market will treat it especially if the larger techs are taking a hit. Good luck to all, and I hope for all of the bulls, that the market proves me wrong quickly. Best Regards, Tom

To: Curlton Latts who wrote (7279)	10/30/1997 10:29:00 AM
From: IMPRISTlNE	Respond to of 25960

Funny thing is though I think Joe Retail isn't blinking anymore and they got themselves a real problem now because of their misjudgements on the incredibly strong underlying fundamentals and product demand for CYMI. ....LOL.....I think Joe Retail....smells blood in the water.... <g> IMPRISTINE

To: Curlton Latts who wrote (7279)	10/30/1997 10:45:00 AM
From: BillyG	Read Replies (1) \| Respond to of 25960

Chip consumption in PCs grows 15% a year SCOTTSDALE, Ariz.--The dollar value of semiconductors use in personal computers will increase at a compound annual growth rate of about 15% for the next four years, according to a new report by In-Stat here. The market research firm said the increase of chip consumption in PCs will directly match the growth rate of personal computer revenues, which is placed at about 15% a year until 2001, according to the new report. "We expect total semiconductor dollars per PC to remain relatively constant, continuing the long-term trend in the PC market," said Mark Kirstein, director of research for In-Stat's Computer Group. "Although we are looking at an overall growth rate of around 15% for the 1996-2001 forecast period, some semiconductor markets will do better than others." The desktop PC market segment will most likely be the largest single consumer of semiconductor devices over the next four years, according to the market report. In-Stat expects microprocessors to continue taking the lion's share of the dollars spent on chips for PCs. In-Stat also said it sees a slight increase in the memory share of dollars, over 1997 levels, but its percentage of the total will remain down from 1996. The audio and modem markets will be substantially impacted by host-based integration as well as modem/audio integration, according to In-Stat's new PC forecast. The other semiconductor segments face a mixed outlook over the next five years, the new study concludes. A service of Semiconductor Business News, CMP Media Inc. Story posted at 8:30 a.m. EST/5:30 a.m. PST, 10/30/97