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

To: Pierre who wrote (14222)	2/5/1998 7:28:00 PM
From: TideGlider	Respond to of 25960

The relevant areas affected by Asia were discussed in the CC and the release. That is figured in and was the reasoning for lowering the expected sales. Q-Com also has problems that don't face Cymer such as competition and a line of products that may be a bit less critical when compared to the chip fabs urgent need for the DUV laser steppers. It is as the Asian problem wasn't addressed. It was a major focal point and therefore is written in. JMO TG

To: Pierre who wrote (14222)	2/5/1998 8:37:00 PM
From: Elroy Jetson	Read Replies (3) \| Respond to of 25960

I think Cymer management was outstanding in announcing the probable results of Q1 at the same time as their Q4 results. The stocks I'd fear to be long are those high P/E stocks that have said there isn't a problem, like Qualcomm, Compuware, etc. Cymer and Oracle are more my speed and have made good money on both. Any stock that takes a 45% or 65% haircut but still has a solid business my type of investment. You just have to screen out scams like Oxford Health or Boston Chicken whose business was either fraudulent or massively misrepresented.