SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3476)11/14/1997 12:26:00 PM
From: Scott Maxwell  Read Replies (1) | Respond to of 10921
 
You're right, the picture for growth in Cymer's sales past 2001 is hazy (which we don't like in our growth stocks). I admit I'm not thinking of Cymer as a long-term part of my core portfolio but as a trading vehicle, and that's one of the reasons why.



To: Cary Salsberg who wrote (3476)11/14/1997 1:25:00 PM
From: FJB  Respond to of 10921
 
RE:I have not seen much discussion of the fact that for every $425K item CYMI sells, their customer sells a $6-7M item.

Do you know what SVGI's or ASML's margins are on their photo tools? Anyone?

Bob


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News