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

To: Mr. Aloha who wrote (10306)	11/22/1997 12:46:00 PM
From: Mr. Aloha	Respond to of 25960

DELL reports earnings on Monday after the close. The number is $.65 - they did $.59 last Q. If they didn't run into an inventory problem (shouldn't have), should be positive. >CNBC reporting Dell's whisper is around .67. Solomon Brothers analyst is expecting Dell to beat expectations and Whisper< Sidenote: interesting comment.. >During some of my recent readings I recall that CEO Grover, INTC, stated that if the Pacific Rim is going to leap frog the industrial revolution and go directly to the information age they are going to have to invest in semiconductors--they have no alternative. In summation I believe that is exactly what CEO Morgan was saying. Even stressing that amat outlook is good through the next decade< Aloha

To: Mr. Aloha who wrote (10306)	11/22/1997 1:07:00 PM
From: Volsi Mimir	Read Replies (1) \| Respond to of 25960

Mr. Aloha Under the Trust Indenture Act, the trust gets a list of who owns the convertible notes at certain times of the year(excerpt below) -Is that Public knowledge and if so where can one access it? If not for Cymer (that would be later) but for my own benefit for other companies. Thank You Very Much eddyb Form 8-K for CYMER INC filed on Aug 19 1997 sec VI page 37 Section 6.1 Noteholders' Lists. The Company covenants and agrees that it will furnish or cause to be furnished to the Trustee,semiannually, not more than fifteen (15) days after each January 22 and July 22 in each year beginning with February 6, 1998, and at such other times as the Trustee may request in writing, within thirty (30) days after receipt by the Company of any such request (or such lesser time as the Trustee may reasonably request in order to enable it to timely provide any notice to be provided by it hereunder), a list in such form as the Trustee may reasonably require of the names and addresses of the holders of Notes as of a date not more than fifteen (15) days (or such other date as the Trustee may reasonably request in order to so provide any such notices) prior to the time such information is furnished, except that no such list need be furnished by the Company to the Trustee so long as the Trustee is acting as the sole Note registrar.