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

To: orkrious who wrote (20934)	2/1/1999 8:45:00 PM
From: FJB	Respond to of 25960

**************Competitive Scorecard************ Units Installed At End Of 1998 1. Cymer 598 98% 2. Komatsu 12 2% 3. LP 0 0% Units Shipped In Calendar 1998 1. Cymer 337 86% 2. Komatsu 28 7% note - approximately, based on MSDW report 3. LP 25 6% note - approximately, based on Coherent CC Book to Bill For Systems In Calendar Q4 Cymer 0.91 LP 0.54 note - based on Coherent CC Komatsu Unknown

To: orkrious who wrote (20934)	2/1/1999 8:46:00 PM
From: orkrious	Read Replies (2) \| Respond to of 25960

Last point, Jay Deahna figured out that with the operating profit of roughly $.09, a sequential revenue increase of 5-10%, yet a projected small loss next Q, operating expenses were going to go up approx 35% sequentially. Akins or Angus (I forget who) agreed. When queried, he said slightly more than half was R&D. My point, this is a big increase, and wouldn't be done without a large expected increase in demand. Okay experts, Bob, Ian, Brian, Curly, et. al., I thought it was a pretty good conference call. My one concern is Akins wouldn't comment on Nikon apparently shipping 10 scanners in 1999. Opinions everyone? Jay