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

To: NW Bronco Fan who wrote (13456)	1/29/1998 6:18:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

Nice to see the shorts panic a little.<VBG> Please don't confuse them with facts. Bob

To: NW Bronco Fan who wrote (13456)	1/29/1998 6:22:00 PM
From: Tulvio Durand	Read Replies (1) \| Respond to of 25960

NPR radio Market Place segment on Cymer just aired 3 PM PST. Nothing new. Historical thumbnail sketch of Cymer and ups/downs of its stock. "Cymer's DUV laser is the only DUV laser available in commercial quantities" said Akins. "if we can hold on to this bucking bronco we have a bright future ahead of us" said Angus. Tulvio

To: NW Bronco Fan who wrote (13456)	1/29/1998 8:21:00 PM
From: moat	Respond to of 25960

About DSO calculation: don't forget they have two items on the balance sheet: A/R and FX A/R Doing the math, DSO for the past 7 quarters were: 70 83 93 111 137 133 139 Very aggressively stuffing the channels (in this case the steppers WIPs "work in progress"). The A/R is $90.4m.... that's about 200 lazers at ASP of 0.45m each, that's a lot of lazers at the stepper manufactures that are not yet paid for. Note, they shipped 133 lazers this past Q. How many on this thread are in this stock because of the Cabot letter? This thread is just HUGE... just a giant herd. No wonder the stock chart looks the way it does over the past two years.