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


To: FJB who wrote (18795)7/27/1998 6:34:00 PM
From: D. K. G.  Read Replies (1) | Respond to of 25960
 
Top line growth in the wake of drastic capital equipment expenditures
by chipmakers is a remarkable feat. There will still be a South East Asian headwind facing the company.

I've culled some facts from Cymer's new Signapore Office.

The office has 4 employees currently. Due to the current economic slowdown. << We anticipate that the slowdown will be short and that
Signapore's huge wafer fab project materialize. >>

<< >> = Direct quote, FWIW.

Singapore government currently possesses a 30% or better stake in the existing seven out of nine plants. The government plans to have 25 fabs by the year 2005. More capacity glut or just the Darwinian
requisite of fab upgrades? Aprox. 2 fab/year rate.

This info is from the Company's monthly newsletter, the Illuminator. I requested a mailing when I visited the company last December. Those investors interested might want to call and request a mailing.
It's not that informative from an investor viewpoint. Unless your dying to know when the company picnic or Christmas party is so you can crash it. Occasional article with some data in it.

Tempus Fugit, I can't believe I haven't posted here since May!

Cheers,

DKG




To: FJB who wrote (18795)7/27/1998 8:53:00 PM
From: LLCF  Read Replies (1) | Respond to of 25960
 
Boy remember when the sentiment on this thread was so wildly bullish any one questioning the future of this one was BANISHED from the board? Semi-equip sentiment can't get much worst can it? Time to buy CYMI?

DAK