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


To: D.J.Smyth who wrote (13144)1/27/1998 10:48:00 AM
From: Steven Angelil  Respond to of 25960
 
How was his tone when the backlog issue was raised? COuld you sense anything either positive or negative? Do you have a position in Cymer again?

Thanks
Steve



To: D.J.Smyth who wrote (13144)1/27/1998 12:02:00 PM
From: H James Morris  Respond to of 25960
 
Darrell
re your post > according to Cymer CFO with whom i spoke last week, Cymer competition, i.e., Komatsu, for now is all but dead in the water because of the Asia crisis; at least this is what he is seeing for the time being. no one wants to take a chance on an unproven product in this cash strapped asian market so they're sticking with cymer for now. backlog is the bigger issue <
I'm interpreting that you talked to Bill Angus (Cymi cfo) and he indicated that negative backlog news might be announced with their earnings release, on the 29th. Is that correct?



To: D.J.Smyth who wrote (13144)1/27/1998 12:03:00 PM
From: IMPRISTlNE  Respond to of 25960
 
RE: "according to Cymer CFO with whom i spoke last week, Cymer competition, i.e., Komatsu, for now is all but dead in the water because of the Asia crisis; "

....OK....Drumroll please....could we please have some negative spin on this tragic news....<g>