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Technology Stocks : Cymer (CYMI)

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To: john david martin who wrote (12812)	1/18/1998 1:40:00 PM
From: Musa Goksel Bulat	Read Replies (1) of 25960

John If you look at all the announcements CYMI made since they went public in 96, you will find only 15 of them directly from the company and 5 of them are earning reports, another 5 is about about issuance of convertables etc and few about their pullout and explanations for it. Also they beat estimates in the fallowing order, -----q396--q496--q197--q297---q397 est--07----09----12----16-----21 act--10----13----15----24-----23 %----42.8--44.4--25----50-----9.5 While they were beating estimates with high margins they didn't make any public release at all. Why do you think they are silent because there are some bad news. I think they are only concerned with running their business and they have been quite succesfull in just doing that. I wish they were more active in promoting the stock but so what. As long as there are computers (which will have faster cpu's) and there is not a new breakthrough technology there will be demand for CYMI products and this demand is just picking up. IMHO right now there is a big buying opportunity, but this insane market can take the stock further down making CYMI investors more nervous. Musa

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