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

To: SPEEDRACER who wrote (13515)	1/29/1998 10:15:00 PM
From: Candle stick	Read Replies (3) \| Respond to of 25960

Jeez everyone jumping down my throat....well before you do remember I am plenty long. I just realized awhile ago that CYMI was NOT going to be a quick play.....6 months is more like it, but then again you are likely to double your money if you wait that long. Course in the short term there could very likely be yet another selloff based on the following statement from Akins that everyone is ignoring: Akins concluded, "1998 will be a year in which our plan is to further distance Cymer from the competition through increased investments throughout the year in: 1) aggressive R&D and manufacturing programs to develop and deliver the higher performance products that will enable higher average selling prices; and 2) further expansion of our global service and support network to support our growing installed based of DUV lasers in production. We currently expect that the investments needed to fund these critical future-oriented efforts, coupled with the anticipated revenue decline, will reduce our quarterly earnings by $0.10 - $0.15 per share in the first quarter of 1998, as compared to our just announced fourth quarter." 10 to 15 CENTS off of next Quarter earnings! Thats half of this quarters 24 cents OR MORE! How can you rule out yet another slide first, before recovery....I submit that you can't........full link of this story is found at......http://biz.yahoo.com/bw/980129/cymer_inc_1.html I'll be happy to buy more at 12-13 dollars but i'm not jumping for joy at todays news..............;^)

To: SPEEDRACER who wrote (13515)	1/29/1998 10:16:00 PM
From: Rookie	Read Replies (2) \| Respond to of 25960

R&D expense already increased 1 million over third quarter spending ! I have been comparing the third quarter and fourth quarter reports. The fourth quarter had additional revenue, 10% higher margins, and less capital expenses. So why only a .01 increase in EPS. Because R&D expense increased almost 1 million (about .03 per share). So we sacrifice .03 EPS now for greater returns in the future. Another 1 million increase in under the heading "Interest and other expenses". Does anybody have any idea why this number should increase so drastically ?