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

To: TechHunter who wrote (9543)	11/13/1997 10:45:00 PM
From: Melkon Khosrovian	Read Replies (1) \| Respond to of 25960

Craig, one more thought re: Cymer visit. What do you think about putting together a "Letter From Shareholders" outlining all of our positive and rational views about the company (skip the negatives -- no need to introduce them to new eyes and ears), put it in a presentable package, list all of our names at the end and give that -- instead of a list of questions -- to Cymer mgmt. Think it might carry the right message to both our friends and distracters. Even if a visit doesn't materialize, this will communicate the right message about shareholder solidarity and faith in the both company's mgmt and future.

To: TechHunter who wrote (9543)	11/14/1997 10:06:00 AM
From: Wayne	Read Replies (1) \| Respond to of 25960

Melkon's comments are among the most relevant yet offered on this subject. You should give his suggested approach considerable consideration. The idea that we approach them as cheerleaders rather than a disgruntled mob may be just the hook needed to get media interest. An expression of confident support in spite of the unwarranted wreck in the stock price will have a lot of appeal. FROM MELKONS POST I suggest that instead of going there for a Q&A session with mgmt (which sounds like we don't really trust them), we appoach this as a reassuring visit from a group of supportive shareholders -- who, by the way, gathered through this nifty IR chat site (which is the news angle). Maybe we can even take them a cheer-me-up gift. Imagine what that'll do to employee morale -- knowing that a lot of investors are in their court cheering them on. We can't afford to have anyone at Cymer lose faith, much as some of us have been tempted to in the last few weeks. What we're doing here is revolutionary. It's strong "column one" material. But we have to keep our emotions in check and think strategically and for the long term. We want institutions, analysts and the media to think of Cymer as a company with a rock solid shareholder base, not a bunch of winers who go into knee-jerk hysterics whenever somebody pokes them in the eye (or wallet). It's in all of our long-term interest.