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

To: Mr. Aloha who wrote (13791)	1/31/1998 2:32:00 PM
From: Cymeed	Respond to of 25960

<<<The stock price IS revenue and profits...>>> May I say the stock price is FUTURE revenue and profits in a sum, and not necessary the revenue and profit of this year ?

To: Mr. Aloha who wrote (13791)	1/31/1998 3:03:00 PM
From: FJB	Respond to of 25960

Aloha, RE:I agreed that his comments about a slowdown were fair, I also feel however that the demand for DUV is VERY STRONG and once the smoke clears... projections and demand will increase. Maybe I have my rose colored glasses on but I think the end of 1998 will be favorable. Yes, the slowdown was factored into the price at $15. Barring the Japanese banking collapse, which Jess has described, the stock goes up based on improved macro factors. There is a possibility that the macro factors deteriorate, but it's my belief that the probability is very low. Bob