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Technology Stocks : Cymer (CYMI)

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To: Gary Pray who wrote (7391)	10/30/1997 11:28:00 PM
From: Kevo	Read Replies (2) of 25960

OBERUNWISE REPORT Gary, The "Top Ten" list you refer to was published in the September 1997 issue of "THE OBERWEIS REPORT." However, the reptile is correct in stating that they also sold their position as documented in the October 1997 issue ("Closed Out Positions By Year") One interesting note about this is that I contacted the brokerage to inquire about them closing their Cymer position and the dialog was roughly: >>I noticed in your October newsletter that you have closed your Cymer >>position. Can you explain why? "We hear that there are technical problems with their laser... " >>Even though the CEO of Cymer and Nikon have stated there are NO >>TECHNICAL PROBLEMS??? "That's not what the stock price is telling me..." END CONVERSATION How weak! This to me was just a reaction following an action by Montgomery and Morgan Stanley combined with bogus rumors... Cymer is a great company and is doing a great job. However, I feel as some of you do that Cymer (Angus, +...) needs to be more proactive with PR work. From listening to the conference call I know they are making more of an effort here but I think it would be wise to get on the horn with Brett and Jay (it is very hard for me to accept "Neutral" and "Hold" ratings from these guys after supposedly "clearing the air" with the latest earnings report and conference call -- Something reeks about this whole thing...) LONG CYMER Kevo

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