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

To: FJB who wrote (13663)	1/30/1998 1:41:00 PM
From: Cymeed	Read Replies (1) \| Respond to of 25960

Bob, you are still as stubborn as before. I said I understand DLJ because I would give the same rating when Cymi was way above $20 and I did buy at that and even higher level. The way I understand people is, if it was me, I would do the same. How can you blame other people for being wrong if you were wrong yourself ? Why do they downgrade today ? Because they are unhappy with Akins just like I do. Akins promised sequential revenue growth for this and next quarter. DLJ upgraded to "Buy" on that basis, just like I refused to believe evrybody else but Akins. It's a perspective thing. I also understand their recommending "buy" while downgrade currently. This thing, actually you said it well yesterday, is a long term "accumulate." But near term, it's probably just a market performer. This is exactly what DLJ said today, "Market Perform." Bob, for your information, if you could look at the post I posted last night, I was expecting analysts opinion change then. When I first saw MS news this morning, the first word come off my month was a "Yes !!!!!" Am I not happy ? How do you know ?

To: FJB who wrote (13663)	1/30/1998 1:53:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

Bob, the stock is up today, but it will follow the ebb and flow of the market. I was pleased with CC, and still maintain that CYMI is in much better shape than companies depending on new 300mm fabs, but the stock will flourish only when the semi-equip sector as a whole gets back into favor. My guess is that we are 6 months away from the real rally. Until then, CYMI is likely to be literally what the analysts rate it : "market performer". It is nice though to have a $50m buyback cushion to smooth the ride. Regards, Y.