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

To: FJB who wrote (12945)	1/22/1998 7:05:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 25960

If anyone knows ASMLF's product mix, you can calculate the effect on Cymer. They do 20% of their business in Korea and see a 50% shortfall. I know they were expecting to build about 300 units this year, so about a -30 unit effect from Korea. I don't know how many of these are DUV, but my memory says about 45%, which would mean a drop of 15 units or so from the Korea mess. Also, I was interested to note that ASMLF has sold its Cymer shares for some reason!?! I'm long Cymer now, accumulating anytime it drops under 15, but it's a short-term buy based on technical trading. I might take a gamble and hold it over earnings, but my plan is to sell when (if!) it crosses 16 1/2.