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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (22678)	7/22/1999 10:04:00 PM
From: Ian@SI	Respond to of 25960

****July 22nd and Curly's still king********* 1 $17,968.96 Curlton Latts CYMI CYMI CYMI 2 $17,968.96 Fellows CYMI CYMI CYMI 3 $16,504.01 John Cuthbertson CYMI LRCX COHU 4 $16,420.68 Bill Tippett CYMI COHU MTSN 5 $15,939.64 Jerome CYMI PHTN VECO 6 $15,805.53 Andrew Vance CYMI WFR CFMT 7 $15,500.52 Dennis J CYMI ASYT MTSN 8 $15,490.72 Ian Stromberg CYMI ETEC MTSN 9 $15,459.55 John Haley CYMI KLIC LRCX 10 $15,252.63 Roger Churchen CYMI ETEC CFMT 11 $15,229.81 Stu Bishop CYMI ASYT VECO 12 $15,220.02 Jay Dreifus CYMI VECO ETEC 13 $14,776.63 Steve Bengtson CYMI KLAC NVLS 14 $14,184.73 Brian Kerecz CYMI EGLS SFAM 15 $14,118.05 Warpfactor CYMI PRIA KLIC 16 $13,443.59 Robert Grutza CYMI SFAM KLIC 17 $13,359.85 Zeev Head AMAT NVLS DPMI 18 $12,297.73 Shakush VECO ETEC SFAM

To: Zeev Hed who wrote (22678)	7/24/1999 11:36:00 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 25960

Zeev: How is the turnips? Is it still jumping up with CYMI. Earnings after the close on Monday so it should bounce one way or the other. It appears everyone is selling off on earnings unless they blow away the estimates (I don't expect CYMI to blow away estimates and they should be conservative in forward guidance, although ASML orders looked great which bodes well for CYMI forward guidance). The P&F s/t indicators have turned cautious and the semi sector is extended. Dorsey Wright is advising caution in this sector. ASML has come back but CYMI is a puzzle. Not sure of a target. It could run up to $38 - $45 area (sorry Curly I don't see $50 yet, maybe by end of year but thats too far away) but just as eaisly hit $29 (and breach this if earnins disappoint). Just some thoughts. Tim