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

To: Gary Pray who wrote (7391)	10/30/1997 7:53:00 PM
From: DAVID BANISTER	Read Replies (1) \| Respond to of 25960

I think those top 10 picks from oberweiss are outdated... also the 2.50 eps estimate was likely pre-split...so thats 1.25 up from .88 this year. Still quite healthy growth. I bought the stock over last 2-3 weeks at average of 27.65 per share, so maybe Im in better position than some of you...though on paper I think Im down 18,000 in a hurry. I remember buying SPEEDFAM last year in may at 19 per share, another chip equip maker, they were also kicking butt fundamentals strong etc... but in wrong sector at wrong time. Stock fell to 11 by sept... then ran as high as 60 just recently, now at 37 which is also a bargain. It is with this experience that I have learned to be patient when Ive done my research and I have the company fundamentals very strongly intact. This is a time to chill... relax... buy more if you want... but the bottom is around $22, we may see it very soon. Again, I reiterate my prediction of a $60 stock price by Dec of 98...for that I will wait and reap a fat profit of $193,315... up from my current losses... I think I can wait... cant you???

To: Gary Pray who wrote (7391)	10/30/1997 11:28:00 PM
From: Kevo	Read Replies (2) \| Respond to of 25960

OBERUNWISE REPORT Gary, The "Top Ten" list you refer to was published in the September 1997 issue of "THE OBERWEIS REPORT." However, the reptile is correct in stating that they also sold their position as documented in the October 1997 issue ("Closed Out Positions By Year") One interesting note about this is that I contacted the brokerage to inquire about them closing their Cymer position and the dialog was roughly: >>I noticed in your October newsletter that you have closed your Cymer >>position. Can you explain why? "We hear that there are technical problems with their laser... " >>Even though the CEO of Cymer and Nikon have stated there are NO >>TECHNICAL PROBLEMS??? "That's not what the stock price is telling me..." END CONVERSATION How weak! This to me was just a reaction following an action by Montgomery and Morgan Stanley combined with bogus rumors... Cymer is a great company and is doing a great job. However, I feel as some of you do that Cymer (Angus, +...) needs to be more proactive with PR work. From listening to the conference call I know they are making more of an effort here but I think it would be wise to get on the horn with Brett and Jay (it is very hard for me to accept "Neutral" and "Hold" ratings from these guys after supposedly "clearing the air" with the latest earnings report and conference call -- Something reeks about this whole thing...) LONG CYMER Kevo