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

To: rfisher who wrote (24790)	4/26/2000 5:07:00 PM
From: Mark A. Holder	Read Replies (2) \| Respond to of 25960

The whole problem appears to be related to revenue expectations. The ML analyst clearly lowered revenue expectations to 60% greater than the $220M reported last year or $352M. After re-reading the statement it appears that Atkins said the 2nd half revenue would be 50-60% higher than the 2nd half of '99. If so, he needs to be clearer. That would lead to overall revenue growth of say 80% for the year. If this is the case, then the market didn't understand his guidance. If it is not the case, then the market is correctly valuing the company because 50-60% growth doesn't lead to a very high sequential growth for this year. Since I didn't listen to the CC, was the revenue guidance clearer. Mark