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

To: Cymeed who wrote (10752)	11/30/1997 7:27:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Cymeed: You are getting all excited, but the $250,000 in maintenance is not parts bought from CYMI, a lot of it is their own people keeping all the piping going, keeping the air clean around the machine, support equipment etc. I presume that CYMI like any other supplier would have a service contracts (in the MRI field these go at 10% of the equipment per year). On the other hand, it is quite possible that those service contracts are sold by the SVG and the like since after all, CYMI just supplies one part of the system while the "system integrators" supply the complete stepper and lithography solution. I think that if you assumed something like $50,000 per year per system you will capture most of the recurring revenues from the laser systems, at least as a firts cut estimate. Regards, Zeev

To: Cymeed who wrote (10752)	11/30/1997 7:33:00 PM
From: Scott Violette	Read Replies (2) \| Respond to of 25960

Answer to Large Short Volume: Market Makers can short more shares than they physically have, to the tune of 140%. Big Money will not buy this stock short term because the two main underwriters bailed on CYMI with their downgrades. Big Money is waiting for dust to settle and the next couple of earnings reports to verify Management's growth projections. Fall tax season is not helping either with CYMI's most recent freefall. I am long CYMI for several months now and will continue to add to my holdings as the current fundamentals hold and pricing opportunities present themselves.