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

To: Sorin A. David who wrote (13125)1/27/1998 6:26:00 AM
From: FJB  Respond to of 25960
 
RE: I, for one, think that if Cymer would have seen an impact from the Korea meltdown, they would have said something by now. What do you think?

They will comment on Korea in the CC. It will probably be along the lines of what all the other semi-equips have said about it. Uncertainty, blah, blah, blah. Hopefully, the rest of the call will be positive enough to offset the old Korean info.



To: Sorin A. David who wrote (13125)1/27/1998 2:49:00 PM
From: Tulvio Durand  Read Replies (1) | Respond to of 25960
 
... if Cymer would have seen an impact from the Korea meltdown, they would have said something by now ... I recall Angus saying in Sept., that if there were any order pushouts Cymer would be compelled to make it known immediately by way of announcement. So I'm not expecting any order pushouts. New orders, however, may be a different story. Tulvio


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