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

To: P.T.Burnem who wrote (5717)	10/22/1997 5:51:00 PM
From: PAinvestor	Read Replies (1) \| Respond to of 25960

PT & thread, How about this? Did they have to take a one-time charge to restructure their 98 schedule? Remember, some the last 15% of a finished laser is customer-specific (from memory) It would have cost them something to reconfigure these lasers. That is where one-time charges come from - unanticipated and unreserved liabilities. If they did take a charge, did they take it in the 3rd or will they take it 4th quarter. I am concerned that they may have taken a charge in the 3rd quarter, so I think earnings growth will be less than anticipated in the 3rd quarter. The beauty of the stock market is that this has probably been factored into the share price already. So even if 3rd QTR earnings are a touch below, finding out what they would have been if this glitch hadn't occured is crucial. What I am expecting is for an adjusted EPS to be .21 or above. I personally think the market is looking at 4th quarter numbers right now and are looking at 3rd quarter just out of curiousity. Growth in the 4th quarter is what we should be concentrating on, we are in it now. So stop worrying about 3rd quarter, it is behind us. Also remember that chronic shortage of engineers & laser technicians? All you have to do is look at the woes of Boeing to figure out that mundane things such as labour and material shortages can cripple a company by having a major impact on production and costs. Oh yeah, and also you have to pay those engineers alot more to attact them to join CYMI as opposed to all those other high-tech firms. What do you think that does to the bottom line? Anyone have insights? These are the topics that we should be discussing on the thread. Misery loves company........PAinvestor

To: P.T.Burnem who wrote (5717)	10/22/1997 6:57:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

That's what we're all hoping for. I mentioned a TC2000 indicator last night... I don't give Technical Analysis much credit but I like one of the TC2000 indicators. It's called the Balance of Power(tm) and it has turned BULLISH for the last three days. Prior to that is was BEARISH, showing strong red bars on the negative side. This represented money moving out of the stock. They take the buys and sells of the day and weigh them against each other. RED is selling with the length of the bar representing the amount. Yellow is positive but just slightly. Green shows accumulation and is determined by the length of the bar on the upside just like the RED on the downside. We have three days of small yellow bars popping up after about 30 days of strong selling pressure. I was surprised to see the yellow bar (positive) today, even though the stock moved down. It could represent larger buys going through, thereby outweighing smaller sells?? This is getting interesting. Aloha