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

To: Justa Werkenstiff who wrote (8516)	11/6/1997 1:00:00 PM
From: Stanley L Brown	Respond to of 25960

JW, It appears the only thing your missing is a buying opportunity! It seems the be basing in the mid $22 range. Wonder where well go from here. :) Happy Trading Stan

To: Justa Werkenstiff who wrote (8516)	11/6/1997 1:05:00 PM
From: Greg Jung	Respond to of 25960

Justa, the mix of 40%/15% is the "expected near term" versus the immediate future. As previous post states, "15% from here" is not a direct quote, but a forecast for the next few quarters based on backlog of existing orders and anticipated orders. They don;t anticipate maintaining 15% per quarter, that is the current start-up rate as they add capacity. Later it gets to a more relaxed pace, and after that it is dependent on more developments. Greg

To: Justa Werkenstiff who wrote (8516)	11/6/1997 1:16:00 PM
From: Mr. Aloha	Respond to of 25960

Conference Call...... techstocks.com techstocks.com Aloha

To: Justa Werkenstiff who wrote (8516)	11/6/1997 1:22:00 PM
From: Holyman	Read Replies (2) \| Respond to of 25960

Justa: Re: "Would you invest in a company that on one day said it was going to see "15% sequential quarterly growth from here" per Curly and, on the next day, said it was going to see 40% growth next year instead?" You are absolutely right. You wish to hear the same voice from the mgmt. And I do not believe they contradict each other. If you recall in the CC, Akins, despite his upbeat mood, repeatedly and carefully avoid making solid prediction beyond the next two quarters. Yet, he felt comfortable with the 15% sequential growth for the next two quarters (or "at least" for the next two quarters). I think this will give him some room to add beyond the 32.25% for the two quarters. What Angus did was to add another 7% or so to make it 40% for the entire year. Curly assumed that the 15% will go on to the fourth quarter, which will eventually produce 73-74% growth. And with all the variables that may entail in the upcoming year, I simply compromise between the optimistic and conservative figure and come up with 55%. God Bless