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: FJB who wrote (13154)	1/27/1998 1:18:00 PM
From: H James Morris	Read Replies (1) \| Respond to of 25960

CYMER INC COM(CYMI) Bid: 14 5/8 BidSize: 22 Open: 14 11/16 Ask: 14 11/16 AskSize: 15 Close: 14 55/64 Last: 14 5/8 High: 15 Div.: 0.00 Change: -15/64 Low: 14 5/8 Yield: 0.00 A.High: 49 1/4 P/E: 19.81 Volume: 154900 A.Low: 14.438 EPS: 0.75 Still the shorts are present. The only consolation here is the entire Semi eqp mfg group has been slapped and grounded. The damage seems more evident to the 2nd tier cos, ie brooks (brks), du pont (dpmi) and Cfm (cfmt) this morning. Lots of stock for sale. If Cymi disappoints us this thurs, single digits, might be with us next week.

To: FJB who wrote (13154)	1/27/1998 3:34:00 PM
From: Yakov Lurye	Respond to of 25960

Bob, my understanding is that both SFAM and PRIA companies are exposed to new fab pushouts to a greater degree than CYMI. Accordingly, I expect comments from CYMI management to be cautiously optimistic. ASMLF and SVGI both have reasonable backlogs and no technological problems with their products, Canon seems to be on track as well. Barring possible problems at Nikon, I don't see any reasons for being negative either on this Q results or on outlook for the next few quarters. Unless (or until) broader markets interfere, downside risk at current price levels is small. For myself, I have decided that it does not justify the expense of buying protective puts. Y.