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

To: Curlton Latts who wrote (5615)	10/22/1997 12:01:00 AM
From: Brander	Respond to of 25960

A bank investment advisor friend of mine rec CYMI to me today. His last two recs, MSPG and GDT have performed very well. I am wondering if he will be 3/3. I am beginning my DD. I notice that the combined rating from Zach's has decreased this week (From about 1.4 to 2.4)...any reason why? Also, what has caused the decline since Sept? Any thoughts about short and long term potential? Brad

To: Curlton Latts who wrote (5615)	10/22/1997 12:16:00 AM
From: PAinvestor	Respond to of 25960

Thanks Curly, I'll bet that Nikon is sitting on quite a substantial pile of cash right now from their initial CYMI investment (not yet realized of course!) I wonder if they regard this as a long term strategic holding. From ScottMcI's excellent CC transcript post #2099, Mr Akins noted that "We also assume that all of our customers would desire to have multiple suppliers. We also assume that they will purchase an ongoing small number of products from Lambda Physik and Komatsu and they have, for evaluation purposes". He also stated that "...if you are in the number 2 or number 3 position, do you quote specifications that are half as good as Cymer's laser?" He! He! No, you claim that they are twice as good! ;-) I'm going to bed. Good night all. PAinvestor