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

To: missing who wrote (6484)	10/25/1997 1:59:00 PM
From: Gary Hoyer	Respond to of 25960

I have hardly seen a stock not be affected by a Barron's article on monday, especially when the article was negative. It was negative but ludicrous. For this guy to say that Cymer's "business is going to stop" is pure fantasy. However, there will be two reactions to it: 1) The blind followers who believe if it's in Barrons it must be true, or "they couldn't print it if it wasn't true", a favorite closing line of Fred Saxon when he reviews the weekly tabloids on the entertainment segment of the Monday news. The best reaction in this category may be from the Smith Barney analyst from the 2Q CC who might read this and think "REALLY! I've got to tell my clients." 2) Those who KNOW Cymer will get a good laugh and ignore it. Unfortunately, in today's market there are more category 1 reactions than we might think. Gary.

To: missing who wrote (6484)	10/25/1997 2:21:00 PM
From: D.J.Smyth	Respond to of 25960

missing. if investors are as stupid as you imply, then the stocks need to decline by this magnitude. The DUV market is expected to be a $7billion market by the end of 1999 according to VSLI and beyond that up to $12 billion CYMI market cap two years prior to that ramp up is a little over $800 million. CYMI has the only worldwide organization capable of capturing the lions share of the DUV market. Both Komatsu and Lamda are well aware that it will take them years to establish the same worldwide organization and support that CYMI has currently in place, despite their capitalization. maybe i'm missing something myself.