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Technology Stocks : Cymer (CYMI)

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To: dwight martin who wrote (18638)	7/21/1998 4:07:00 PM
From: Edward A. Fitzpatrick III	Read Replies (2) of 25960

Backlog is the big number that will determine the next move. Akins already said earnings will be flat, and I believe him. We'll have to see if flat means flat relative to estimates or flat relative to last quarter. CYMI will lead the semi equips, IMHO due to all the positive news regarding the need to move to .18. Once we get a feel for the magnitude of the move, it will be too late to buy under 20. Every yo-yo in the world will be able to smell that coffee. The time to make a decision is either now if your a gambler with optimism re backlog, or six months prior to whenever you think the ramp up to DUV takes hold. I'll take my chances being early, I've been here 17 months, so what the heck? Longer term, there is no question at all IMHO, the world needs faster,smaller chips in places we don't currently use chips. The future is huge.

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