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


To: Peter Paulissen who wrote (10688)11/28/1997 1:07:00 PM
From: Cymeed  Read Replies (1) | Respond to of 25960
 
Dear Peter Paulissen, first of all, I disagree with you in "large short position may indicate something wrong fundamentally." There are all kinds of reasons for short selling and the shorts may not be right too. And they may like to see the company suffering, therefore, panish your stock.

Secondly, I thought the 0.25 fab is a new technology and people are in the process of building those new fabs. I would not feel suspicious when Akins says one is running. He was probably trying to tell you one example, instead of only one running. But yes, those tech peoples please help.

It is also not unusual for a new technology to meet with some technical difficulties. Remember what happens when Intel first sold their Pentium ? Where is Intel and Pentium today ?

Nervous ? You bet. I know those short sellers are not novice people or day dreamers. But I also have faith in Cymi, its superior technology, and monopolic market share status.



To: Peter Paulissen who wrote (10688)11/28/1997 2:10:00 PM
From: D.J.Smyth  Read Replies (2) | Respond to of 25960
 
Peter, what mark johnson report are you refering to? Nikon states they will sell 100 of their upgraded excimers, and at least that much more of the lower cost excimers. Canon states they will sell at least 200 of their excimers for 98. This makes 400. the other 200 plus could well come from ASMLF and SVGI. Do you mean the report about "circles"?