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


To: Bob Campbell who wrote (13698)1/30/1998 4:31:00 PM
From: Bob Campbell  Read Replies (1) | Respond to of 25960
 
Correction....based on the vlsi research estimate the growth rate
will be 43.9% not 28% I originally quoted...that makes the "fair
value" about 17, just about where we are.

Whew, sorry for the confusion!

Bob Campbell



To: Bob Campbell who wrote (13698)1/30/1998 4:37:00 PM
From: D.J.Smyth  Read Replies (2) | Respond to of 25960
 
Bob <<Morgan Stanley analyst Jay Deahna . After hearing of the company's plan to
repurchase $50
million worth of stock, as well as its glowing optimism regarding long-term prospects,
Mr. Deahna
upgraded the stock from a "neutral" to an "outperform.">>

what a pile of cr.. there has always been a "glowing report" of Cymer's long term prospects. why didn't he issue his "outperform" rating with Cymer was trading at $14 5/8 - a better price for his clients -