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

To: orkrious who wrote (23438)	11/1/1999 9:51:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Jay, At the time of the AGM, the recovery was not certain; nor was there any visibility. I suspect Scott's numbers were merely a "current view" of the forecast then. Your numbers are the most recent "current view". Reality is very likely to be different from both. The trick is to guess in which direction. ... accurately. ;-) Ian.

To: orkrious who wrote (23438)	11/1/1999 2:14:00 PM
From: ScotMcI	Read Replies (1) \| Respond to of 25960

Rizzo, I think that Scot's chart is incorrect. To the best of my ability to reproduce, my chart is what Akins put up at the annual meeting. It's possible I made some sort of mistake in the interpretation of what they mean since I was scribbling furiously, but I'm pretty sure of the figures themselves. Perhaps Akins should be asked about this. I wish Cymer would just videotape the meeting and make it available as a favor to their shareholders. The same for their transcripts of the conference calls. I don't understand their close-to-the-vest attitude regarding this sort of information.