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


To: rsc who wrote (9214)11/12/1997 11:23:00 AM
From: Gary Hoyer  Respond to of 25960
 
I think all you'll find is they are working like gangbusters. I drive by there everyday. The problem is the stock seems to have completely detached itself from the underlying company and has developed a life of its own -- one hellbent on destruction. However, at some point the two will be in sync again.

Gary.



To: rsc who wrote (9214)11/12/1997 11:37:00 AM
From: Holyman  Respond to of 25960
 
rsc: Re your visit to Cymer. Please be fully prepared with your questions for the unannounced visit, as they may think that you are in despair to just meet anybody at Cymer. On the other hand, your visit is as valid as any stock holder's visit.

The following are additional questions (please disregard if you already have them or deemed inappropriate).

1.The exact wordings of Cymer's agreement with its customers regarding making press releases. E.g., can press releases be made by their customers? There should always be something good yet significant enough for Cymer to make press releases without breaching its contract agreement (they might tell you that they could not simply make up a story to please Wall Street).

2. Can they provide information to you regarding the IR company they hire as to their immediate policy to rescue this stock.

3. Will they pay attention to the support of individual investors like us, e.g., by assigning someone (form Cymer or its IR company) to subscribe to this thread?

4. Can they be more specific regarding their near future growth after 2 quarters. You may not get a direct answer to this, but if they seem to be optimistic, for example, if with the Asian problems, Nikon's and Canon's orders can be reshuffled to ASMLF and SVGI without major problems, this can be an indication that near term growth is still intact. With this new brewing situation in Japan in the last week, there could be new information regarding their first two customers. Try to obtain as much information about this.

5. It does not hurt to probe into the potential of stock buy back. Please be careful, I am sure there have been a lot of suggestions/questions which borders on " stock buyback rumors." The last thing we wish from Cymer is to deny such a rumor.

God Bless us all.