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Technology Stocks : Cymer (CYMI)

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To: Pierre who wrote (13298)1/28/1998 5:21:00 PM
From: FJB  Read Replies (1) of 25960
 
Pierre,

RE:Am I correct in assuming the number to watch is backlog?

Backlog should go down, because of Korea(the pushout of the ASML/Hyundai order and probably a couple more which should be priced into the stock). They just need to be something better than cautiously optimistic in the CC for the stock to move. Regardless, this is a quality, profitable company and this will be reflected in the stock price sooner or later.

Anyway, the stock's a bargain if you are looking past tomorrow or next week or next month.

IMHO,

Bob
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