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

To: John A. Stoops who wrote (12730)	1/16/1998 10:57:00 AM
From: Yakov Lurye	Respond to of 25960

Somewhat related news: negative opinion on MU from Kurlack &Co will push SOX down, which doesn't help semi-equips. As for the currency impact, all depends on the efficiency of their hedging. The key unknown that will affect CYMER directly is not the earnings, but the backlog that depends on the litho makers inventory policy. Some pushouts for DUV equipment orders are to be expected because of 300mm fab delays. 160 systems from Nikon in 98 (20% below their previous forecast) is actually somewhat better than I'd expected. Y.