Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yakov Lurye who wrote (13015)	1/23/1998 2:41:00 AM
From: FJB	Read Replies (3) \| Respond to of 25960

Yakov, Yes, your analysis looks correct(maybe someone else can triple check) and this leads us back to backlog being the most crucial number(which you said many posts ago). If we come to 110-170 units additional bookings, then that means $48M($440K a laser) to $74M added to a backlog of $116M subtracting product sales of $57M in Q4 we get a range of $107M to $133M for the new backlog number. Basically, something over $120M would look positive? I wonder what expectations are. Bob PS No, I don't think 60% is representative number. I believe Nikon will ship a much lower percentage of DUV tools, but it's hard to find good data on their shipments. Anyone have any?

To: Yakov Lurye who wrote (13015)	1/23/1998 12:55:00 PM
From: Mr. Aloha	Respond to of 25960

Thanks for the breakdown... I suppose that's the REAL QUESTION on everone's mind.. That's the reason the analysts downgraded the stock. That's the item that will move the stock... When Cymer said they meet demand... the analysts picked up the phone. The real concern is (IS THERE ENOUGH LASERS SITTING AROUND) that might create a bottleneck in Cymers earnings... I think the biggest keys on the earnings report will be.. 1) Earnings per share / profit margin 2) Backlog 3) Comments I think they're all about equally important.. Aloha