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

To: ScotMcI who wrote (13921)	2/2/1998 7:05:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Before the barrage of Cymer IR proceeds, do they just want to keep the live call "analysts only"? Or do they want to pull the plug on the taped replay? I'm not crystal clear on this point. TIA to anyone that kows for sure, Bob

To: ScotMcI who wrote (13921)	2/7/1998 10:25:00 AM
From: ScotMcI	Read Replies (2) \| Respond to of 25960

Excerpt from article in today's Barrons. The article is discussing convertibles (you may have to be a subscriber to get at it) interactive.wsj.com Platek is also keen on Cymer, which makes excimer lasers used in deep ultraviolet steppers, semiconductor manufacturing tools required for cutting-edge chipmaking. He notes that Cymer has guided Street estimates 10%-15% lower for the first half of 1998, because of some order pushouts. But he expects conditions to improve in the second half of the year. His recommendation: buy Cymer's 3.5% convert due August 2004, now trading at about 80. The coupon on those bonds steps up to 7.25% starting August 2000; the yield to maturity for the issue stands at 9.8%.