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

To: Doug Skrypek who wrote (21489)	3/26/1999 11:37:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 25960

Doug, You will forgive me if I don't heed your call to get out of Cymer. If I followed your advice on oil, I would have exited my very profitable positions in oil service stocks following your post on March 11. This is what you wrote: <<Guys: I think everyone needs to calm down a little bit. This move is based solely on rumors of an OPEC production cut. Venezuela has said they are NOT going to cut, Nigeria can't afford to cut, Russia won't cut, Mexico and other Latins cannot afford to cut. This rally will stall. >> Subsequently this “rumor” became fact; Venezuela agreed to cuts as did Russia and Mexico and other Latins. The rally has not stalled and my positions are 10% higher than they were 2 weeks ago. You seem to have a penchant for stating as certainty what is entirely your own speculation. In the case of oil, you have been dead wrong so far. What should make us believe that your statements on Cymer are any more accurate? -Robert

To: Doug Skrypek who wrote (21489)	3/26/1999 12:11:00 PM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

I've talked to both Akins and Angus. Your comments are in no way consistent with what they say. Regarding talking to the customers, I've done that as well. they all have CYMI lasers. They also have a "copy exact" mentality about factory equipment purchases and rollouts. Here's what Akins said about it at the last conference call: Fitzgerald: So I mean it kind of begs the question then if you're NEC or Intel, why would you want a 5000 laser that's been upgraded when you can get a 5010? Have you run into those issues out there in talking to the end users? Akins: Yes. In fact, one of the reasons why the conversion from the 5000 to the 5010 was and is faster than anticipated is exactly that particular dynamic. That once they learn about the 5010, many chipmakers of course want to insist that they receive that new laser on their machine. I'll also point out that especially when filling out some of the existing factories, many chipmakers have a "copy exact" type of manufacturing philosophy, which for them would mean that they would like to stick with the same laser that they have purchased in the past. And therefore, though there might be a latest-and-greatest product out there, there's still an ongoing demand for the 5000 series lasers. The CYMER laser is being insisted on by the industry. Maybe you just don't get that. Good Luck To Each And All Curly ~~~~~~~~~~^^ [6.6] .....> [_]