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


To: Steven Angelil who wrote (12952)1/22/1998 9:24:00 AM
From: Ajay  Read Replies (1) | Respond to of 25960
 
Called Sitrick and Co. to try to get an answer as to what the heck they were doing. I was told that they no longer work for Cymer as of Fri or Mon (she wasn't sure!). Thinking that Cymer has plum gone out of business I hastily called the co. and spoke with someone in IR (also left msgt for Aikens to call me) - she said they have switched firms - couldn't tell me who and then I quizzed her as to why so silent in the last couple months. She said there's nothing to say. It's also quiet period so she couldn't really help me out. I asked I assume no news is good news right" and the answer again was "there is nothing new to report."

My take is that they will meet/beat estimates but i'm sure (like all the others) they will mention slowdown in ASia for future having impact.

FWIW

Ajay



To: Steven Angelil who wrote (12952)1/22/1998 1:18:00 PM
From: Mr. Aloha  Respond to of 25960
 
Yes, good article. So ASM's production is booked through '98?

I suppose that's why Cymer can give a 2Q sequential growth forecast. I bet all the manufactures of DUV are booked. I bet a lot of the i-line is being pushed out.

The DUV market should really heat up in late 1998 and 1999.

Aloha