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


To: Nevin S. who wrote (13879)2/2/1998 11:43:00 AM
From: Paul Dieterich  Respond to of 25960
 
Brett on cap equip manufactureres in 1998:

Roller Coaster Ride Continuing for Semiconductor Equipment Manufacturers, According to Nationsbanc Montgomery Securities Analyst

February 2, 1998

Excerpt:

"[Brett] Hodess believes orders will bottom out during the second half of 1998 and begin to turn up, spurred by sales of new equipment to produce the latest generation of semiconductors based on 0.18-micron technology..."

Full article:

newspage.com



To: Nevin S. who wrote (13879)2/2/1998 11:45:00 AM
From: TideGlider  Read Replies (1) | Respond to of 25960
 
Nevin: You just posted someone elses questions and you view. Contrary to your statement that this was the view of an analyst. You got the analysts questions correct. The statement was your own. When is the last time you had a positive opinion on CYMER. It seems you never have posted one. It makes me wonder why you would have maintained a position in the stock.

Just curious

TG



To: Nevin S. who wrote (13879)2/2/1998 11:50:00 AM
From: TideGlider  Read Replies (2) | Respond to of 25960
 
BTW Nevin: You neglected to mention that the analyst you quoted decided to upgrade the stock. Now that was the analyst's statement.
He upgraded the stock.

TG



To: Nevin S. who wrote (13879)2/2/1998 2:58:00 PM
From: NW Bronco Fan  Read Replies (1) | Respond to of 25960
 
Nevin, do you know if the number of DUV Steppers installed in Q3 was ever mentioned from their last quarterly CC? It would be nice to compare the progress of installations on a quarter by quarter basis. Based on the number being about equal in Q1 98, they should see somewhere around 120 installed in Q1.

Duane