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

To: Robert DeHaven who wrote (12723)	1/16/1998 8:16:00 AM
From: John A. Stoops	Read Replies (1) \| Respond to of 25960

I think this is the news that has scared off the majority of folks in the last week. Remember that historically 60% of Cymer's sales are in Japan. If Japan cuts back significantly, we have a problem. My view is that the capital investments must be made. I'm staying in for the count. John

To: Robert DeHaven who wrote (12723)	1/16/1998 11:16:00 AM
From: TI2, TechInvestorToo	Read Replies (2) \| Respond to of 25960

Great news article quantifying that Nikon stepper shipments are off approx 20% due to asian flu. The question is whether or not the stock has already discounted more or less than this amount. Any comments? Do we drop 20% from 15? or do we go up since its already discounted more than 20% Thanks TI2