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: derek cao who wrote (18796)	7/27/1998 5:59:00 PM
From: Cymeed	Respond to of 25960

On backlog: the $81 million number looks bad on the surface, but there might be a shortening of inventory time. In other words, this $81 million might represent 5 months of sales while the previous $110 million might represent 6 months of sales or even more (I am just picking a number to see a point, don't sue me if it's actually 8 months or so :o). All customers are trying to reduce their inventories, thus shortening order time. Will see what the analysts say and what the market reacts tomorrow. If we are lucky, we might see an upgrade this time. But don't count on it though.