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

To: pass pass who wrote (14231)	2/5/1998 11:57:00 PM
From: Elroy Jetson	Read Replies (1) \| Respond to of 25960

Qualcomm, how delicious! Dealing with a very short list of customers, I think Cymer has a very accurate idea of how Asia etc will affect them. I think you'll find that Cymer's earnings will exceed their reduced estimates slightly. Even at $56 a share, down from $70, QCOM is selling at 45x trailing earnings! What will the p/e be based on forward estimates.. 90x?? QCOM refused to give estimates. Compare that to Cymer at 20x pre-announcement and 40x reduced estimates with a 40% growth rate. If Qualcomm gets hit hard tomorrow, Instinet pegs it at $45, it will be on my potential buy list. I'll acquire it when it stops dropping. The same way I acquired Cymer and Oracle. I also think their cancelled Korean order for Q phones is good news for me. I use Airtouch which is now using CDMA. I think there will be a Sale on Q phones shortly. I'd love to get one at a reduced price. Motorola doesn't make a CDMA Startac yet, only GSM and analogue.

To: pass pass who wrote (14231)	2/6/1998 12:01:00 AM
From: FJB	Read Replies (3) \| Respond to of 25960

RE:Given CYMI's 90% revenue from Asia This is one of the most inaccurate statements I've seen. It's very easy to say things that are totally untrue and leave it to others to clean up the mess, isn't it? Cymer's direct customers in Asia are only 64% of their business(refer to the CC), but more importantly their indirect customers in Japan and Korea comprised about 1/3 of Cymer's business in '97 and this percentage will shrink in '98. sumnet.com RE:The only interpretation is there has been major cancellations. Refer to the CC on this other inaccurate point and please show more respect for the facts and truth in the future. It is too much effort to keep correcting these misrepresentations of fact. Thanks.