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


To: D. K. G. who wrote (11333)12/10/1997 4:39:00 PM
From: Holyman  Respond to of 25960
 
Denis: Re: " I don't expect them to let me walk around their clean rooms with dirty socks on, then fire off a few laser rounds at the brett & jay poster in the lunch room."

Do you think today's 13/16 drop was caused by the joke I posted a couple days ago? I repost the joke below, and see if it does affect Cymer tomorrow :

Three analysts were fighting about next quarter's estimate of Chimer Inc. (Nasdaq: CIMI, a phaser company). Based on a rumor that one of Chimer's fabs was scudded by Saddam, analyst Brett Hogs from Monkinichi Securities (a Yamaichi affiliate) planned to lower CIMI EPS to 20 cents. Based on another rumor indicating that Chimer's CEO planned to sell his phasers to fried chicken and other fast food industries, analyst Jay Deahd from Morg and Stench planned to lower CIMI to 18 cents (Chimer's CEO has long been suspected to have an affinity towards fast food industry and rumor has it that he will be using his phasers to facilitate the food processing). However, knowing that Chimer's fundamentals are still intact and learning that nothing has changed, the third analyst, Robert May from Dicks, Lee, and Johnson planned to upgrade CIMI to 25 cents.

So when the three analysts were in Japan last week, instead of participating in the Semicon Conference, to settle the score, they entered into a local samurai competition in Chiba perfecture. Being very competitive, all three won the first, second, and third prizes (guess who won the first prize).

The two primary Chimer's customers (also Chimer's stock holders), Niko Inc. and Kano Co., heard about the competition and invited the three analysts to their headquarters.

The CEOs asked Brett Hogs, the second runner up, how he won the competition. Hogs then proudly said: "See the fly on your wall . . . Chiaaaaait!!!" Incredibly, using his samurai sword, Hogs was able to slice the fly into two pieces.

To their amazement, the CEOs then asked Jay Deahd, the first runner up, how he managed to win the second prize. "See the fly on the ceiling . . . Yeeeeaaaait!" screamed Deahd while slicing the fly into four pieces.

In awe, both CEO's turned to Robert May and wondered how this first non-Japanese could win the first prize in the samurai competition. Calm and collected, May pointed to a fly, perching on one of the CEO's forehead (I think it was the CEO of Niko, ... or maybe Kano). In a micro-second and with a lightening speed, May moved his sword towards the fly. Scared to death, the CEO almost fell from his chair, yet he was allright. "But the fly is still there . . . on his forehead!" yelled both Brett and Jay.

Still calm and collected, Robert said: "Well, allright, the fly is still alive, but he cannot produce any children."

PS. I personally think Robert's sword was made from 0.25 micron Chimer's phaser.

God Bless Robert



To: D. K. G. who wrote (11333)12/30/1997 4:21:00 PM
From: D. K. G.  Read Replies (5) | Respond to of 25960
 
CYMER VISIT: I was in Calf. for the holidays and stopped by Cymer.
I e-mailed ahead of time but was denied an inside tour. Undaunted,
I made a physical appearance on DEC 16 th and did not get past the receptionist desk. "there all at lunch.."

I did glance at the sign in book and from 7 am to 11:30 about a dozen
visitors had checked in, 5 were from ASMLF and one other from National
Semi. The others had no company designation next to their names.

I spoke with a worker bee outside the building. Cymer actually has 4 or 5 buildings scattered about the park they designate them CSD#1 etc.
I asked her if she enjoyed working at CYMI and without hesitation said yes. She also said her bosses were cool and that she had just started two weeks ago. She like the training. She had worked at other places where she had to pay for the training herself and do it on her own time.She then asked my if I would like a job here.

I found out Cymer has an aggressive referral program. Employees can win a free trip for two to Jamaica,cash rewards and prizes by referring friends to openings at Cymer.

Cymer publishes a monthly news letter called the "ILLUMINATOR"
It gives a company-wide update of Cymer's goings on. I picked up all the back issues (it only goes back to April 97). I asked if I could be on the mailing list. I would suggest those who are interested call/ e-mail IR and inquire also.

Some items of interest culled from the ILLUMINATOR issues:

Taiwanese customers with installed DUVs:

Taiwan Semiconductor Manufacturing Group (TSMC)
UMC
Promos
Nanya
Vangaurd
Macronics
Mosel Vitalic
ERSO

Korean customers with installed DUVs:

Samsung
Hyundai
LG Semiconductor

I find it striking with all the talk of the Korean crisis that Taiwan is noticalblely not mentioned and Cymer's customer list is much longer there.
The road to DUV may not go through Korea but Taiwan ?

I would have posted sooner but lacked Internet access at the time.

A prosperous 98 to all,

Denis