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


To: Jeff Mills who wrote (5760)10/22/1997 9:11:00 PM
From: Curlton Latts  Read Replies (3) | Respond to of 25960
 
Look for Akins/Angus to come out loaded for Bear in the CC tomorrow. They've had more than ample time now to prepare for what essentially is gonna be a rapidfire upbeat reiteration of "demand remains the same" (pssst - it's accelerating) and the fundamentals remain the same (psssst - they're improving) and oh yeah; BIG YAWN; pretax earnings and backlog numbers continue their rocket ascent and we beat or meat(sic) our numbers yet again. Great things continue as the whole industry is now essentially going to .25 and anything .35 is basically obsolete technology. Blahbedy blah blah and all the best personal regards. We're now gonna go make lasers some more. Tah Dah

Good Luck To Each And All

Curly
~~~~~~~^^
[6.6]
....>
[_]



To: Jeff Mills who wrote (5760)10/22/1997 10:07:00 PM
From: D.J.Smyth  Read Replies (4) | Respond to of 25960
 
excellent post Jeff, among the best i've read from you. $128 million translates into at least 117 steppers which beats earnings by at least $.03 given no other complications. the share price, as someone mentioned, is possibly considering next quarter results since this quarter is past.



To: Jeff Mills who wrote (5760)10/22/1997 11:04:00 PM
From: Gemini  Read Replies (1) | Respond to of 25960
 
Jeff, many thanks for your excellent report. I agree with you that Cymer is undervalued for the short and long terms. More important than tomorrow's earnings report will be management's vision of Cymer's future.

Best of luck to all, Allan