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


To: Curlton Latts who wrote (8981)11/11/1997 8:38:00 AM
From: Steven Angelil  Respond to of 25960
 
Come on, Curly. I love ya man, but where are you getting your numbers? Just because it is reported that Nikon will do 500 DUV, what makes you think the others will do the same? Those numbers-well, I don't buy them. I would buy that the estimates for industry DUV's is lowball. They say the industry will demand how many, 700? Now if Nikon is the leader and they want 500, how many would ASM, Canon, and ISSI(is that the other one?) want if the percentage that each company has manufactured in the past stays constant? Could somebody run those numbers? I think that would make more sense than saying everyone needs 500 for 98.

Thanks Curly.

Steve



To: Curlton Latts who wrote (8981)11/11/1997 11:00:00 AM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 25960
 
**Cymer Growth Rate News** Spoke to Cymer yesterday. They confirmed that the growth rate for next year (inclusive of sales and service) is projected at 40% as stated in the NYT article. Cymer denied that its recent statements during the cc and press release were in any way intended to convey a projection of 15% or more sequential growth going forward. While such surging sequential growth is the hope of all investors, it is not the guidance that Cymer is giving.