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Technology Stocks : Cymer (CYMI)
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To: Gerald L. Kerr who wrote (8325)11/5/1997 3:10:00 PM
From: Holyman   of 25960
 
Gerald:

Re: "Even if this dirty little scenario is true, the opportunity was handed to the holders of the convertibles on a silver platter by the inept way that management pulled out of the financial conference in early September."

Curlton is right, it is inconceivable for Cymer management to have an intentional input for this debacle. Trust us, Cymer is not an obscure company that has even the slightest time or idea for going into all this. Their time is and will be much needed for building lasers. Cymer is the "chokehold" in the semi industry (as per San Diego Union Tribune). Although I must say that they have underestimated the involvement of individual investors. They never thought the persistence of our reaction (as per Angus today). After all this, they will remember though that many individual investors may have a huge stake in CYMI.

God Bless
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