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

To: FJB who wrote (12108)12/30/1997 1:53:00 PM
From: Yakov Lurye  Respond to of 25960
 
Bob, Curly, way to go <eom>



To: FJB who wrote (12108)12/30/1997 2:13:00 PM
From: Mr. Aloha  Read Replies (2) | Respond to of 25960
 
Lots of VERY SMALL TRADES going through.

We are seeing margin calls, year-end selling, fear and what else?

I'm picking up some more shares. At $14.50 with only $.75 in earnings for 1998 that is a P/E of 19. Earning estimates are approx. $1.00 for 1998.

Aloha




To: FJB who wrote (12108)12/30/1997 7:58:00 PM
From: Edward A. Fitzpatrick III  Read Replies (1) | Respond to of 25960
 
Robert And Curly: Spoke with Jay Deanha at Morgan Stanley this morning. Spent about half hour. Bought more CYMI. Long and Short:

Inventory correction may last another quarter or two max. Lasers shipped in 1Q98 and 2Q98 won't decrease sequentially, but maybe flattish.

Competitive position fully INTACT. Given worst case scenario EPS and market multiple, downside is 10-11.

I'm in baby.
EAF III


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