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

To: FJB who wrote (14234)	2/6/1998 12:53:00 AM
From: Paul Dieterich	Read Replies (1) \| Respond to of 25960

QUOTE OF THE DAY: From a WSJ article about AMD... ...AMD missed a couple of chances last year to make some headway in its fight against Intel and its 85% market share. While AMD's K6 chip is comparable in performance to Intel's more expensive Pentium II chip, the company had problems making enough of the 0.35 micron version. So AMD is moving quickly to start a new, 0.25 micron assault on its rival. Given the difficulty of ramping up a new product, it is a risky strategy -- one Mr. Kumar likened to "setting your hair on fire and putting it out with a hammer."

To: FJB who wrote (14234)	2/6/1998 6:56:00 AM
From: P.Prazeres	Read Replies (1) \| Respond to of 25960

robert, must of been a short <gg>> paulo

To: FJB who wrote (14234)	2/6/1998 9:45:00 AM
From: pass pass	Read Replies (3) \| Respond to of 25960

From 10Q, Approximately 69%, 81% and 89% of the Company's sales in 1995, 1996 and the first nine months of 1997, respectively, were derived from customers outside the United States. If you've followed CYMI long enough, you should remember CYMI in October's CC said they expected 40% short term growth and had 2 quarters worth of backlog. Now first quarter of those 2 quarters is on target, the second is $0.10 to $0.15 EPS short. CYMI has made no effort correcting the "correction". Why? Would they do the same if the "correction" made a negative impact? Just watch.