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


To: TechHunter who wrote (21365)3/17/1999 11:58:00 AM
From: TechHunter  Read Replies (2) | Respond to of 25960
 
Now I'm REALLY disturbed.

I own a small position in SVGI so I called IR. Spoke with Nancy Szymanski in IR. Her direct response was.

"We have decided presently that Lambda's product at the 157mm level is superior to Cymers."

"We are not ruling out Cymer as we have worked with there products and believe that they are reliable."

She was very nice about things, but man does that make me squirm.

P.S. all you long-timers know I'm long and as enthusiastic as Curly.
Thought this was significant info.

FWIW,

Craig



To: TechHunter who wrote (21365)3/17/1999 12:53:00 PM
From: Guy Gordon  Respond to of 25960
 
TechHunter: Please learn to recognize hype. :-)
Here are some key phrases to watch for:

"In a move that clearly strengthens its leadership..."
If they are not already the leader, how can it be strengthened?

"announced today a strategic agreement..."
Well, it's a trade show. You have to announce something.

"The tests will be conducted..."
That's it? tests?

"During the event, McClay delivered a powerful and comprehensive presentation demonstrating..."
Tooting their own horn a bit here.

"The presentation received positive overtures from several participants in the global supplier and chip communities..."
Wake me when they receive positive orders.

"SVGI is a leading manufacturer..."
Hmmmm. I think I'll go invest in the leading manufacturer.