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

To: John Bloxom who wrote (13225)	1/28/1998 8:54:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 25960

Hi John Yes, this mornings San Diego Union-Tribune has your posted article on the front page of their business section. They reported what Akins has known all along as he watched his stock tank from $49 to $14 1/2 and chose to say nothing. Now we cymer hopefulls know why the street fled and probably won't return until they feel they can trust its mgmt. Oh, it also states that cymer will release earnings today at the close. Big F-----g deal.

To: John Bloxom who wrote (13225)	1/28/1998 10:02:00 AM
From: Yakov Lurye	Read Replies (2) \| Respond to of 25960

Re: Nikon Report. Nikon's problems with manufacturing excimer steppers surfaced as early as August (causing the Needham conference withdrawal), so this is in no way a "bombshell". The reported numbers are probably within the range of expectations (previous forecast for Nikon posted a few days ago was for 160 steppes for the same time period) - note that Nikon shares were slightly up after the release. My personal opinion is that Nikon, just as many companies in US, is using SEA worries to mask the fact that they are losing market share to competition. Note that their I-line shipments through the period were for some reason not affected by SEA. Y.