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

To: Zeev Hed who wrote (15215)	2/28/1998 11:54:00 AM
From: sammaster	Read Replies (3) \| Respond to of 25960

hello, i bought cymi before the record breaking earnings 2 quarter ago, but the stock tanked down to 14 because of the asia crisis and despite knowing that eventually people would be flocking to buy cymer lasers to upgrade their fabs. nothing has changed except now management admits to lower revenues next quarter. my point is that i think i will be able to buy cymi at a lower price than todays and i still hold a lot from a few months ago. everyone here is making same arguments as last time as to why stock should not move any lower, but it did anyway. i made mistake by averaging down knowing that the semi market was still unstable and hoping that cymi would not act the same because it was different. i think vlsi already came out with earnings warning, and others will probably follow, so all semi stocks will drop in unison even if they have the great potential of cymi. what is the support level for cymi, around 19? anyway, i guess i'm being greedy by hoping that the shares will get cheaper so i can buy more of them...ggg please no flames, i'm long cymi, just stating my thoughts, what is everyones opinion of short term downside for cymi? samir

To: Zeev Hed who wrote (15215)	3/1/1998 6:10:00 AM
From: Asymmetric	Respond to of 25960

Nikkon Cuts Stepper Shipments (Didn't see this posted yet. My apologies if duplicate.) TOKYO, Feb 27 (Reuters) - Nikon Corp president Shoichiro Yoshida told Reuters he expects unit shipments of its steppers used in semiconductor production to fall by 11 percent to 22 percent in the 1998/99 year compared with this business year. "We expect the shipments to fall sharply in 1998/99, to around 350 units to 400 units (corrects), reflecting harsh business environments for Japanese and South Korean chip makers," Yoshida said in an interview on Thursday. Nikon expects to ship 450 (corrects) chip-production use steppers in 1997/98, after revising down its estimate in early February from 500 (corrects). New orders from South Korean makers have been suspended amid economic turmoil, Yoshida said, adding that Nikon so far has no plan to respond to their requests for deferred payments. Yoshida said he expects a 30 percent cut in shipments of steppers used in liquid crystal display (LCD) production in 1998/99. "We expect sales to shrink next year, though we managed to deliver products this year as we had earlier planned," Yoshida said. Nikon expects to deliver 45 LCD-use steppers in 1997/98. Yoshida said the company would step up belt-tightening measures in 1998/99, but earnings results would continue to be "severe" during the year. 00:18 02-27-98 Copyright 1998 Reuters Limited. All rights reserved. ----