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

To: Yakov Lurye who wrote (9538)	11/13/1997 9:54:00 PM
From: Apple12	Read Replies (1) \| Respond to of 25960

This group has not given Cymer its chance to come back. Things have been bad since the day after earning were reported. The semi group was downgraded the very next day. A few days later the market has a mini crash, asia is touted as importing 50% of semi equipment. Look at every semi stock it is down an average of 40-50% almost. Look at asyt it reported great earnings without any bad news or reported problems and that stock was cut in half. Look at every semi stock TXN selling at 93 from 140 just 3 weeks ago. This is widespread dumping of any stock related to semi. Please be level headed and use this to BUY BUY BUY!!!

To: Yakov Lurye who wrote (9538)	11/13/1997 11:42:00 PM
From: Mason Barge	Respond to of 25960

Yakov: It's not the Asia thing that worries me so much about CYMI's volatility vis-a-vis the other equip. stocks, it's the possibility of slowed DUV litho production from technical problems. This will hit Cymer the hardest of anyone. I've been following Cymer for what seems like a long time (although in reality it's been significantly less than a year). But I have noticed a very pronounced tendency for it to follow ASMLF, and with a couple of days' warning, to boot. I don't know if this is total coincidence, or if I just had a bad sample of days, or if it's true, but I believe it to some degree. Anyway, that's the stock I'd follow. And, just guessing, I'd say your target of 22 is a good one. I don't see Cymer not hitting 22 at some point in the future, although it could be tomorrow, it could be 6 or 7 months.