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Technology Stocks : Cymer (CYMI)

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To: craig crawford who wrote (5709)	10/22/1997 5:03:00 PM
From: Bruce Tiemann	Read Replies (2) of 25960

[price effect of missing...] There's so much #@$%^! bad news factored into the price already (gas leaks! no silica for lenses! cancelled orders! Komatsu/Coherent/Lambda Physics taking over! Frequency doubling! EUV! X-rays! beam-pointing! vibrations! e-beams! the internet is dead* - no need for silicon anymore!!!*) that if they just come in flat from last quarter, IF there is any justice in these markets, there will be a bounce. I'd expect a few cents below last quarter would hold a flat price at these levels. Same as last quarter, bounce; equal to expectations, small gap up; beat expectations, big gap up. What do I know? In at 36 and 34. Bruce Tiemann

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