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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (12108)12/30/1997 7:58:00 PM
From: Edward A. Fitzpatrick III  Read Replies (1) of 25960
 
Robert And Curly: Spoke with Jay Deanha at Morgan Stanley this morning. Spent about half hour. Bought more CYMI. Long and Short:

Inventory correction may last another quarter or two max. Lasers shipped in 1Q98 and 2Q98 won't decrease sequentially, but maybe flattish.

Competitive position fully INTACT. Given worst case scenario EPS and market multiple, downside is 10-11.

I'm in baby.
EAF III
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