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

To: Mr. Aloha who wrote (13412)	1/29/1998 4:55:00 PM
From: derek cao	Respond to of 25960

Here is the buyback: cymer.com derek

To: Mr. Aloha who wrote (13412)	1/29/1998 5:04:00 PM
From: Darryl Olson	Read Replies (1) \| Respond to of 25960

I think this is essentially what Monty and Morgan had been predicting - a slowdown for a couple of qtrs but a solid future. I don't have a good feel for what the buyback brings to the party but I suspect we are in a holding pattern for another quarter. If the stock closes at $15.50 tomorrow I will have hit 3 out of 4 targets with a 3.5% variance on backlog. If that's the case, I'm kicking Jay and Brett out and taking over as senior analyst. My first order of business will be to give CYMI a Longterm Accumulate rating.

To: Mr. Aloha who wrote (13412)	1/29/1998 5:05:00 PM
From: John Bloxom	Read Replies (4) \| Respond to of 25960

<<Overall, luke warm report>> Au contraire. An EXCELLENT report. Done business over expectations. Future business order backlog approaching 2 quarters revenues. $50M share buy-back. Accelerating technological lead over rivals (if any there are). And R & D charges AND THE ASIA THING together expected to ding fye '99 by only 10%. On an issue that's already down 70% from its highs. This is just terrific news. Simply terrific, IMO. Regards, John