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Technology Stocks : Cymer (CYMI)

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To: John Bloxom who wrote (14007)	2/3/1998 8:40:00 PM
From: Curlton Latts	Read Replies (2) of 25960

POW! ---- Next Qtr EPS $.22 (Dn 10-15%)... Revised 1998 YR EPS $1.25!! The $1.25 has been revised down a nickel in deference to the Asian chicken influenza that has been inappropriately used to malign tech stocks. This year EPS $1.25 x 50 P/E (1.0 PEG) = $65.00 Share Price NOW; that's fair value. I've revised my projected earnings to reflect the Nikon lost market share news. Big WOW. Think this is a little conservative two-step to buy back $50 million worth of stock at a modest price. Well, could be. My best friend, Mr. Master Of The Universe 4.0 Million Share Short In 60 Days Recklessly Regardless Of Price Man might be in for some stormy weather here. A bit of a typhon is brewing with a Tsunami short squeeze in the offing. Mr. Universe is up Sh*t's Creek in a canoe without a paddle. The funniest thing yet was how perturbed and outright disconcerted poor Mr. Deahna sounded on the cc with his " hey, wait, look at this one ship/install statistic". As if that nonsense can save him. Then to top it off to come out with a Bozo the clown revised EPS estimate based upon this dreck was the height of unmitigated buffoonery. Just like last year's EPS estimates; 1998's EPS will now be revised upwards 16 TIMES! Something like more than once a month. All of this baloney sauce just further serves to deliver a humongous return to the shareholders of CYMI as the gangbuster merits of the underlying fundamentals continue to perform outstandingly. Remember to ask your broker for physical delivery of your CYMI stock certificates or to have them placed in a separate cash account that is not a margin cash account so your shares cannot be lent out to be shorted. It is the surest way to see this thing take off upward. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]

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