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

To: Justa Werkenstiff who wrote (8526)	11/6/1997 1:36:00 PM
From: Curlton Latts	Read Replies (3) \| Respond to of 25960

126 units actual 3rd qtr X 4 = 504 units annual = 706 units in 1998 @ 40% growth. Mgt also agreed with some industry experts out there predicting 700 units in 1998 and since CYMI has 95% market share therefore approximately 700 units in sales for CYMI. The thing to remember is that because the industry-wide move to .25u is red hot that CYMI has always consistently beat estimates for unit demand and earnings (10-50%). Projecting revenue is always a crystal ball exercise but with CYMI it's been one where the consistently exceed optimistic estimates. Good Luck To Each And All Curly ~~~~~~~~^^ [6.6] ....> [_]

To: Justa Werkenstiff who wrote (8526)	11/6/1997 1:39:00 PM
From: Gerald L. Kerr	Respond to of 25960

>>Management has said nothing that I can find to quantify the growth at 15% or any other rate over the next two quarters or "from here" for that matter other than to say that it sees "sales growth of 40% for next year" overall.<< If they made such a prediction and missed by even a fraction of a penny, can you imagine the lawsuits?? I felt that their statements, while upbeat, were appropriately cautious and non-specific so as to avoid the obvious legal pitfalls. Gerry