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

To: Maxwell who wrote (13167)	1/27/1998 2:46:00 PM
From: Steven Angelil	Read Replies (1) \| Respond to of 25960

Hey, Maxwell, long time no see. Could you please give us a very brief analysis of why you picked the numbers you did? I am assuming that if the real numbers are anything like the one's you posted, every long on this board will be exhaling a huge sigh of relief heading into the weekend. Thanks steve P.s. what do you think of your idea to buy a #$$(*& load of May calls? If you had the money would you do it now, before earnings?

To: Maxwell who wrote (13167)	1/27/1998 3:46:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Maxwell, I'll guess the following: EPS $0.24 #lasers sold 131 Backlog # $114M Stock Price $16.5 If you use the fixed font button below the reply window, you don't have to use punctuation for spacing. Bob

To: Maxwell who wrote (13167)	1/27/1998 3:49:00 PM
From: Rookie	Respond to of 25960

Re: Q4 Estimation Competition I'm looking for 10% quarterly revenue growth, and margins returning to .38 from .36 (supposedly one time charge last quarter reduced margins from .38 to .36; this lowered EPS from .27 to .23). I expect the backlog to shrink (by about 2%) in agreement with stepper companies. I have no idea what these numbers might do to the short term stock price, but I expect the share price to be held back by the decreased backlog. Therefore, lasers: 126 * 1.1 = 139 lasers EPS: .27 * 1.1 = .30 EPS backlog 116 * (.98) = 113 million Price 16.75

To: Maxwell who wrote (13167)	1/27/1998 4:13:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

Q4 Guesses: EPS 0.26 Lasers shipped 130 Backlog $115M Price $16 Y.

To: Maxwell who wrote (13167)	1/27/1998 4:20:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Maxwell, I'll try my best, but it is ugly: EPS: $0,24 Laser sold: 135 Backlog: $110 MM (Ouch) Price: $14.25 (double ouch). Zeev

To: Maxwell who wrote (13167)	1/27/1998 4:47:00 PM
From: daniel yeung	Read Replies (1) \| Respond to of 25960

EPS =$0.26 #laser sold = 140 #backlog = 200 #stock price = 17 3/4 regards daniel

To: Maxwell who wrote (13167)	1/27/1998 5:12:00 PM
From: NW Bronco Fan	Respond to of 25960

The Bronco's did it, so maybe CYMI will too. Here's my estimates: EPS:::::::::::::::: $0.25 #lasers sold::::::: 135 Backlog # ::::::::: $115M Stock Price:::::::: $17.375

To: Maxwell who wrote (13167)	1/27/1998 7:17:00 PM
From: Edward A. Fitzpatrick III	Respond to of 25960

$0.29EPS 139 lasers 133mm backlog $19 share I'm an optimist. EAF III

To: Maxwell who wrote (13167)	1/27/1998 7:37:00 PM
From: mike jolley	Read Replies (1) \| Respond to of 25960

Hey Maxwell, What the heck, this lurker and fellow CYMI money loser wants to take a stab at it too: EPS:::::::::::::::: $0.25 #lasers sold::::::: 140 Backlog # ::::::::: $100M Stock Price:::::::: $15 1/2 I hope my numbers are too bearish, but the absence of a run into the numbers leaves an earie feeling deep in my gut... Jolley

To: Maxwell who wrote (13167)	1/27/1998 10:03:00 PM
From: Mr. Aloha	Respond to of 25960

EPS:::::::::::::::: $0.23 #lasers sold::::::: 130 Backlog # ::::::::: $106M Stock Price:::::::: $18 Briefly (spike) than back down to $16 until it's ready to move up :-) Aloha