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

To: nycnpbbkr who wrote (13363)	1/29/1998 2:01:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

Ultratech Step (UTEK) posted lower than expected earnings today... "A recovery in semiconductor capacity demand has not developed, and thetypical downward cycle in the thin-film head for the disk drive industry has begun," said Arthur W. Zafiropoulo, chairman and CEO. "Economic and political conditions in Asia and overcapacity issues at various fabrication facilities are putting further pressure on both industries and the equipment suppliers." The stock isn't trading down much because the news was already factored into the price. I PERSONALLY BELIEVE that any disappoining news from Cymer will not seriously effect the price of the stock. I believe potential bad news is also factored into the price. I expect CYMER to issue some concern over the near-term and that will be enough to hold the price down. Some of their customers MAY HAVE the supply they need for the short-term similiar to UltraTech etc.. Over the long haul... I expect great results :-) We'll see... Aloha