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

To: Mr. Aloha who wrote (11275)	12/9/1997 2:20:00 PM
From: TideGlider	Read Replies (2) \| Respond to of 25960

Well it really doesn't matter. It really doesn't matter if they have earnings. It can go down if they miss, but only the analysts will free the stock....or real good news. If the analysts don't want to raise CYMI they will find a reason to explain away the earnings. Damn....seems like the teens were gone. Now they seem so far away. The company silence is unbecoming. Something good should be available for publication. Where are the analysts? Bruce

To: Mr. Aloha who wrote (11275)	12/9/1997 6:17:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Aloha and All, Just got done listening to the National Semicoductor conference call. CEO Halla said they are waiting for 0.25 steppers to begin production on that process. He was hoping the Asian problem would move him up in the line for 0.25 steppers, but it didn't sound promising(no push outs I guess). Bottom line is there are not enough DUV steppers to go around at this point in time!!! Were there to be any SEA push outs due to capital constraints, this would only move some people up in line for their DUV tool. Demand far outweighs supply at this point. The stepper manufacturers are the bottleneck as we already knew. Bob