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

To: Justa Werkenstiff who wrote (20816)	1/31/1999 8:29:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Short term, I see the key to CYMI at this point is to have a positive cc regardless of results that puts the stock firmly above $30. We definitely need a positive call to stay at $30, because results will be poor as indicated by almost every other company in the sector. So people don't get their expectations too far out of whack, as occured last April, here were management's expectations concerning book to bill in Q4. They've been pretty accurate with guidance in the past, so it should not be taken lightly. I guess the big questions are did the market change that much between the end of October and year-end, and how many of the 300 WIP lasers were absorbed by end users? Elliot Rogers, Credit Suisse First Boston Rogers: When you look at the backlog, obviously there is a big burn rate in the backlog. Were there any cancellations in there. And secondly, when you're looking at the quarter uptick, on a net or gross bookings basis, are you looking at going to book-to-bill over parity, and would you constitute this as long-lead technology buys, or long-lead capacity buys? Angus: No cancellations. I don't know if we will achieve parity. I would guess not at this point. But, we feel the order picture will be stronger than it was, but it was awfully weak, obviously in Q3. And would repeat that last part of the question? Message 6220317