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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (11648)12/17/1997 10:52:00 PM
From: John Chalker  Read Replies (1) of 25960
 
To All: Positive note on semi equipment companies. SFAM announced very good results today after close, sales were up 44% vs last year, EPS estimate made at .49 vs .42 last year. Altho they have very little exposure to Korea, I consider this a good sign for the industry as a whole, especially when coupled with AMAT's recent report. The only negative was a drop in order backlog which was well explained on cenference call. My point is that these stocks are very oversold. If SFAM can sell CMP tools, CYMI can sell lasers for steppers.

Chalks
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