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

To: Elroy Jetson who wrote (12057)	12/29/1997 1:57:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 25960

<< DUV may remain the dominant technology for as long as 10 years (but maybe for less?) - but the market assigns increasingly lower multiples to "one trick horses" as their market matures. >> Matures? CYMI technology barely out of the gate! I would appreciate it if someone would please refresh my memory as to the details of the convertable done by CYMI recently. If the stock doesn't recover people won't convert to equity and CYMI will be stuck with the bill. Isn't that correct? At least INTC and AMAT have stopped going down or bounced. CYMI making new lows all the time.

To: Elroy Jetson who wrote (12057)	12/29/1997 2:54:00 PM
From: DTselentis	Respond to of 25960

Shouldnt Cymer's stock price act in conjunction with ASMLF & SVGI--2 of its customers ? How could Cymer's outlook be poor and their outlook be good ? They are both trading higher today while Cymer does its usual thing.

To: Elroy Jetson who wrote (12057)	12/29/1997 2:58:00 PM
From: Ginko	Read Replies (2) \| Respond to of 25960

<<It'll be easier for me to hold onto Cymer when it's surrounded by pessimism. If recent posts do not indicate pessimism, then I need to do some serious soul searching. If A&A does not issue some kind of statement in early January then they should be drawn and quartered. By that time any excuses are out the window and the fundamentals are or are not intact.

To: Elroy Jetson who wrote (12057)	12/30/1997 1:08:00 AM
From: Gemini	Read Replies (1) \| Respond to of 25960

Elroy, You hit the nail on the head when you said: "More certainty in the earning outlook for Intel and AMAT will help. But I think more announcements by Cymer regarding their future product developments will help Cymer more than just another quarter of earnings on target." Remember when it was widely reported (rumor?) that Cymer employs approximately 60% of the world's DUV scientists? What long term investors are forgetting is that Cymer management will utilize that unique and overwhelming BRAIN POWER to develop other leading products in a multitude of fields including DUV. Knowledge is Power. I agree with you and many other contributors to this thread that management is doing a very poor job in the public relations department. We all want to know what other fields other than DUV are attractive to Cymer? And to what degree are R & D dollars being targeted to those endeavors? Cymer management reviews this thread. Mr. Angus, come out of the dark and give all shareholders a sense of what's going on and, most importantly, disclose to us what's over the horizon in the forseeable future. It would be very much appreciated. Many thanks, Allan