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

To: NW Bronco Fan who wrote (14354)	2/7/1998 8:36:00 AM
From: TideGlider	Read Replies (2) \| Respond to of 25960

NW: According to the CC and release they stated 10 to 15% revenue decrease in Q-1 as compared to Q-4 97. That comes to approx. 21.6 to 20.4 cents ps. Then 10 to 15 cents per share to decrease in eps, the larger numbers being attributed to R&D to maintain their market dominance and further widen the gap between them and any competition. That brings the number to approx. 9 to 14 cents per share expected eps for Q-1. I believe that they could shave R&D to make or break to Q-4 numbers that are so very low now. See NEEDHAM below others are similar I believe: CYMI: CO FORECST made new estimate for quarter ending 03/98 of $0.10 on 01/29/98 CYMI: NEEDHAM & CO. decreased estimate for fiscal year ending 12/98 from $1.15 to $0.43 on 01/30/98 CYMI: NEEDHAM & CO. decreased estimate for quarter ending 03/98 from $0.24 to $0.10 on 01/30/98 CYMI: NEEDHAM & CO. decreased estimate for quarter ending 06/98 from $0.27 to $0.09 on 01/30/98 CYMI: NEEDHAM & CO. decreased estimate for quarter ending 09/98 from $0.30 to $0.10 on 01/30/98 CYMI: NEEDHAM & CO. decreased estimate for quarter ending 12/98 from $0.34 to $0.14 on 01/30/98 CYMI: NEEDHAM & CO. made new estimate for fiscal year ending 12/99 of $1.00 on 01/30/98 This causes me to be very optomistic as the number is fairly easy and doesn't account for a possible improving situation in Asia or creative financing by the industry itself that may allow fabs to ramp up that under other circumstances would have to wait much longer. TG