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Technology Stocks : Cymer (CYMI)
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To: Greg Jung who wrote (19939)10/21/1998 3:29:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
I'm wondering about the timing of expenditures on the fab refurbishments. If they come soon, it could provide some support for CYMI's sales and earnings. If they don't come soon, we may see further disillusionment striking on continued weak numbers without a clear target for higher earnings for some time to come.

Though it is nice to see some rally, I think the stock may have gotten ahead of itself. We may see further weakness ahead as a more somber economic expectation returns.

Baird
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