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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (13118)	1/26/1998 10:13:00 PM
From: Sorin A. David	Read Replies (2) of 25960

That's ok Robert, you were not too harsh, I was a little on the edge this morning. Isn't "next year" you mentioned, actually 1998? The exact text stated that Cymer "expects sales to grow 40 percent in 1998". So now it's a matter of interpretation I think. Is this quarter included in this forecast or not? I am also a little worried about the statement that they have caught up with demand, but the fact that I have just purchased 10 Feb 15 calls this morning may be making me overly hopeful. If Q4 is only $0.22 - $0.24, then I think it will be up to the management comments to move the stock. Assuming (and we all know who assumes...) that the 40% growth in 1998 is still valid, that would definetely be mentioned in the comments and should be a positive factor IMO. I, for one, think that if Cymer would have seen an impact from the Korea meltdown, they would have said something by now. What do you think?

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