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


To: John Bloxom who wrote (13531)1/29/1998 11:36:00 PM
From: Czechsinthemail  Respond to of 25960
 
John,

I think Cymer management has gotten the bad news out and presented a way through it to a very positive future. I think they have effectively lowered the crossbar enough that any surprises for the quarter will be positive ones.

I, too, think they've been going through a fast learning curve. I hope it extends to the way they handle future financing, including their buyback program. If they opted for a put-selling strategy, they could realize a bunch of extra income with no outlay or purchase the shares they acquire at significantly lower cost. This is where a good CFO can really earn his salary and stock options.

Baird