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

To: Mr. Aloha who wrote (11074)	12/5/1997 9:17:00 PM
From: dylan murphy	Respond to of 25960

Over the last few weeks there has been a lot of talk of Cymer using company funds to buy back stock. I never felt this would be the best use of their cash at this time. A better sign for Wall Street would be for Cymer insiders to buy stock at these prices. If their business is really about to explode they would know better than anyone. Studies show heavy insider buying usually precede a sharp stock price rise over a 1-2 year time period.

To: Mr. Aloha who wrote (11074)	12/5/1997 9:29:00 PM
From: FJB	Respond to of 25960

Right on! Aloha, Bob PS Sorry for the lack of content.

To: Mr. Aloha who wrote (11074)	12/7/1997 1:07:00 AM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

<SOMEWHAT OFF TOPIC TO MR. ALOHA>. Analysts estimates for CYMI's next quarter look conservative - a big plus in my opinion. Look what happened to CMOS - missed earnings by 2c, went down by 10+% - and Zacks has only two analysts following the stock! Really, statistically meaningless sample to talk about consensus... BTW, did you see an interview with CMOS CEO - I know that you are into TER, but there are many interesting thoughts about the relation between new technologies (300mm wafers, .25 line width) and testing. One point has definitely caught my eye - litho productivity grows quadratically with the size of the wafer, but they are still testing chips one by one. The implication is that testing companies will benefit greatly from the trend - more testers to be sold per new line. sumnet.com IMHO, useful reading for everybody Regards, Y.