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Technology Stocks : Cymer (CYMI)
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To: Charlie Ma who wrote (4)11/4/1996 3:01:00 PM
From: Neal A. Davis   of 25960
 
I was in San Diego 2 weeks ago and had a tour of Cymer. They are a really well run company, very fast moving, but well disiplined!

I talk with the head of the MIS department for about an hour about ERP software they are using called Interactive. By the way, Interactive is another company that just went public this year.

I will be with key people at Cymer if we decide to implement Interactive software at our company.

Neal Davis
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