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: TideGlider who wrote (13882)	2/2/1998 12:02:00 PM
From: Im-patient	Read Replies (2) \| Respond to of 25960

Firstly, I am long and at a significant loss in CYMI and still intend to hold... But, if the Q&A that NEVIN refers to is accurate, doesn't this mean that the CYMER customers have about 60% of their next quarter's inventory of lasers needed for "installation"? Of course, with the lead time between orders and deliveries, one would expect the stepper/scanner mfgs to have an excess inventory, pegged to the total number of machines in process of construction during the quarter...any idea what a reasonable inventory of lasers should be? Also, is there a clear point in the stepper/scanner construction at which the laser is inserted/required as opposed to the initiation of the construction(based on the expected/contracted delivery date)? Hope my questions are clear and pertinent. Thanks, Fred