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


To: BillyG who wrote (8976)11/11/1997 8:15:00 AM
From: Curlton Latts  Read Replies (2) | Respond to of 25960
 
Nikon Precision is expanding DUV stepper production at a record rate. This is completely consistent with what is actually going on at Nikon and in the industry:

www2.loomisgroup.com

You can ask the engineers in the trenches for yourself who'll all tell you that the rampup to DUV Lithography is on schedule, on track and all systems go. For example Bruce Bockius a field service engineer employed by Nikon Precision, Inc. where he is currently assigned to support an Intel semiconductor plant. Intel is investing billions to implement DUV Lithography that incorporates CYMER's excimer lasers:

europa.com

There are some desparate short sellers in CYMI that have just recklessly DUMPED 3+ million shares on the market in a matter of a few weeks. The stock is down for that reason - and that reason only.

CYMI will continue to have rocket ship to the moon business growth and demand for excimer lasers has never been stronger. CYMI will be a $65 stock in the not too distant future. At $65 CYMI will still be cheap.

Good Luck To Each And All

Curly
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[6.6]
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To: BillyG who wrote (8976)11/11/1997 8:30:00 AM
From: Curlton Latts  Read Replies (2) | Respond to of 25960
 
BillyG: 500 steppers each at Nikon, Canon, ASM Lith = 1,500 lasers shipping capacity in 1998. "A" team did you hear that? The way things are going you might do 1,000 lasers in 1998 and not reach capacity for steppers. Well maybe it does make sense to postpone a share buyback with the $190 million of free cash on the balance sheet and do another production facilities rampup to 1,500 instead.

Let's see at 1,000 lasers CYMI does earnings per share of $2.50 and the stock price hits $140. I'll take it!

Good Luck To Each And All

Curly
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[6.6]
....>
[_]



To: BillyG who wrote (8976)11/11/1997 11:08:00 PM
From: Peter V  Respond to of 25960
 
Sure, BillyG, I got a comment. That's great news. Nikon doesn't appear to be too worried about their ability to produce steppers and we know that they use CYMI lasers, so it's bullish news. Now, if we can only get the market to listen ......