Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: TideGlider who wrote (13725)	1/30/1998 6:19:00 PM
From: Mr. Aloha	Read Replies (1) of 25960

I was surprised at today's action. I was thinking slightly down. I thought potential bad news was built into the price, thereby avoiding us the pain of seeing a 5+ point drop like most companies. Cymer was downgraded and beaten up severely over the last few months. I like the conference call but still wish they didn't need to take the charge to increase business - but so be it. I will continue to buy stock at what ever price we're at when the funds are available. I think the future is bright and we're already hearing from companies and analysts that perhaps the worst of Asia is over. Cymer is probably giving us an almost worst case scenerio and might be easily able to beat estimates when/if pushouts come flying back in. I like the part about the industry being able to quickly install equiptment and how they have overcome the initial learning curve. The only negative was the lower 1Q and I can certainly wait a Q or two. P.S. What was the $180 million figure that the CEO and CFO brought up twice? It sure sounded like the backlog figure? Aloha

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