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

To: Dale Knipschield who wrote (24477)	3/15/2000 4:17:00 PM
From: Rustam Tahir	Read Replies (1) \| Respond to of 25960

I communicated with Terrence Slavin a while back to find out if CYMI was planning to screw its earnings number with another inventory charge. Remember, without those charges we would have had .39cents last quarter. He said, "I'm not aware of any charges for inventory we might incur." Hopefully he talked to Angus and hopefully these guys are playing straight with me, because as far as I'm concerned they blindsided me last quarter after telling me a quarter before all inventory had been cleared out. Anyway I expect at least .39 cents this quarter, plus more for sequentially rising shipments. If so, our numbers should blow out First Call estimates. rustam