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

To: MtnMan who wrote (17093)	4/24/1998 10:58:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Guess re number of lasers sold based upon conference call info: Akins said 87 lasers went from inventory at lithography tool makers to chipmakers yet that inventory only dropped by 10 lasers: thus 77 lasers sold for that statement. In addition, lasers were sold for service and spares. I believe the number used was a little larger than 10% of $49.3M revenue or about $5M to $5.5M. The service / spares lasers would probably be the old ones at about $240K each. Thus somewhere near 22-25 lasers for this use. This would indicate that about 100 lasers (+/- 5) were probably sold last quarter. FWIW, Ian.

To: MtnMan who wrote (17093)	4/24/1998 11:20:00 AM
From: MRothaus1	Read Replies (2) \| Respond to of 25960

I must admit to being quite disappointed with the earnings release. I had also gotten carried away with optimism due to the price rising so far so fast this week. I think we are going to see a narrow trading range for the next 4 - 6 months. Especially now that we know that when Cymer says "we are going to earn such and such" it should be taken as gospel. They will not earn more than 9 cents for the 2nd quarter. Where else could I put my Cymer money in the short term? Internet stocks? Bank stocks? Those are all overvalued now anyway. It is best to just keep it safe in Cymer (and avoid transaction costs) since it is highly likely that we will be rewarded by christmas time.