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


To: sepku who wrote (12047)12/29/1997 12:14:00 PM
From: pass pass  Read Replies (1) | Respond to of 25960
 
There have been a few large blocks changing hands this morning at intraday low and high. This may be the MMs trick. BTW, is it possible that the backlogs get canceled?



To: sepku who wrote (12047)12/29/1997 12:27:00 PM
From: George Coyne  Read Replies (1) | Respond to of 25960
 
Style,

Surely we are still hoping for a good 4 th qrt. surprise to start turning things around? Or are you beginning to feel that the price may be reflecting a basic fundamental problem?

G. W. Coyne



To: sepku who wrote (12047)12/29/1997 12:27:00 PM
From: Holyman  Read Replies (2) | Respond to of 25960
 
Style Pts.

I would not blame you for feeling disgusted. I too am much less optimistic than before for two reasons:

1. The IR people they hired in my opinion is not doing an adequate job for Cymer. They returned my message after a week or two. By then I forgot what message I left. I reported to Angus regarding this situation. In my opinion, the A team has left all their IR obligation to a contractor which I think is not well versed with the analysts games. I took it that they hired this contractor (which by the way is in LA) just to satisfy our (this thread) suggestions. I remember talking about the possiblity of the IR to ask Cymer's customers to include Cymer in their announcements, and they thought it was an excellent idea and would think about it. I was not sure if that was just a courtesy to me or they simply did not think about it before. They told me they will call me back, but they never did.

2. The last time I talked to Angus (he always returns my message promptly), I got the impression that there could be an indirect impact on Cymer from the Korean debacle. I may take this as an indication that there may be a change in future forecast.

God Bless