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

To: Darryl Olson who wrote (9927)	11/18/1997 2:40:00 AM
From: Sorin A. David	Respond to of 25960

"What we need is an analyst upgrade, or the realization by a few institutions that this is a winner" I was told that last week the Alliance Technology Fund bought somewhere around 225,000 shares of CYMI. The info was apparently reported in the Mutual Funds section of the Investors Business Daily, Friday edition. Can anyone verify this? If that's correct, here is your start of the "revelation"...

To: Darryl Olson who wrote (9927)	11/18/1997 5:55:00 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 25960

No one who has suffered long in this stock through the last 10-12 weeks of living hell will argue with the statement that "What we need is an analyst upgrade, or the realization by a few institutions that this is a winner." There clearly are a lot of people out there who have a very high opinion of the potential of this stock. The questions now have mostly to do with (1) the market environment, which is currently one of extreme volatility, with a LOT of it on the downward side, and (2) some confusion on the part of analysts about the health of the semiconductor industry and the impact of a lot of DRAM dumping on the market. We have seen this stock start to head back to recovery 3-4 times now, to have it squashed by some completely external economic event, with further loss in value to the shares. This will make analysts gunshy until it stops for a while, perhaps until another solid earnings performance. Strong institutions with some guts may jump in quicker. I think the Asian scare has about played itself out. jess

To: Darryl Olson who wrote (9927)	11/18/1997 10:56:00 PM
From: Gary Hoyer	Respond to of 25960

<<slightly off-topic>> Brokerage Recommendations! I was on the treadmill this evening watching NBR and started laughing out loud when Paul Kangas blurted out: Topping the active list, the most widely held issue of all, AT&T (NYSE:T) on 11 1/4 million shares, hitting a record high. Up 3 7/8. This is the highest the stock has ever been. Lehman Brothers and Sanford Bernstein brokerages both repeated "buy" recommendations, apparently on expectations the company's new CEO, Michael Armstrong, will unveil new cost-cutting plans. Yup, recommend a BUY at its ALL TIME HIGH. Not expecting too many Cymer upgrades any time soon :-) Still LOL, Gary.