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

To: Holyman who wrote (8278)	11/5/1997 4:56:00 PM
From: Elroy Jetson	Read Replies (1) \| Respond to of 25960

Cymer definitely needs to do better with investor relations. I hope Bill Angus noticed the comments of Scott Kullicke, CEO of Kullicke & Soffa, at the San Diego conference. Kullicke said that his company had no problems with Asian exposure and their earning were on track. But to the point said his company's stock price of $26 was far too low based on their expected earnings and that he was comfortable with the price at $50 prior to the drop. Since his comments, Kullicke & Soffa KLIC is now at 33 3/8 up 9% today, up 15% yesterday. Up 26% in all!

To: Holyman who wrote (8278)	11/5/1997 5:16:00 PM
From: Tulvio Durand	Respond to of 25960

Cymer's recent PR has been outstanding. I have been truly impressed since Bill Angus' faux pas in walking out on the Needham conference last September, and the somewhat lame explanations that followed. Akins' coordinated (with Nikon) rebuttal of the baseless rumors was skillfully executed. The Q report and, in particular, the Conference Call were PR gems. Recent press releases have been clear and uniformly upbeat. Yesterday's San Diego Union Tribune story on Cymer, with large color photos, was timed to coincide with opening of the AEA Conference and was on the money. Reports on Cymer's presentation at the AEA conference indicate it to have been an outstanding performance. Akin's inviting the analysts from AEA to tour Cymer's new Rancho Bernardo plant was a super move. And remember that both Angus and Akins took LOTS of time to talk to a LOT of investors. Let's credit them with a PR-job well done in the last several weeks and hope they contnue doing it. Hopefully all this PR will not steal the A team's attention from turning product out the door. Let's give them some breathing space. Tulvio