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

To: FJB who wrote (14370)	2/7/1998 3:23:00 PM
From: TideGlider	Respond to of 25960

NEEDHAM & COMPANY ------- 01/30/98------- BUY INC ********************************************************************** 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 RECOMMENDATION CHANGES: CYMI: ADAMS HARKNESS changed recommendation from Moderate Sell to Hold on 01/30/98 Apparently Needham upgraded but I never saw it. The upgrade pasted was from the Zacks Analysts Recomendations. I did not get it with the email service. What did Needham say? TG

To: FJB who wrote (14370)	2/7/1998 3:28:00 PM
From: TideGlider	Respond to of 25960

So that would mean MSDW upgraded to buy or out perform. Needham to Buy Adams Harkness to Market Perform DLJ to Hold. The Zacks rating on the premium service is now a 2 out of 5. The Zacks free services all over the web are behind. I have to email them about that. I think everyone should. Symbol Close Change Volume Zacks Rank Zacks Rank Change TKLC 35.3750 -2.6250 560500 1 No change DIIG 29.0000 -0.6250 153500 1 + TXN 54.5000 -2.3125 3882200 5 No change CYMI 20.4688 0.7813 2597700 2 + CPQ 35.1875 0.4375 41237500 3 - TG

To: FJB who wrote (14370)	2/7/1998 4:42:00 PM
From: sepku	Read Replies (1) \| Respond to of 25960

>>>Management guidance for Q1 is for Revenues to be off by 10% - 15% AND Earnings down $0.10 to $0.15. This has been the source of confusion for a lot of people.<<< Oops...that knocks my hypothetical scenario out of sync, a little. I didn't realize that earnings are expected to be reduced to such an extent aside from the reduction in revenue for Q1. Why is it that Q1 revenues will fall only 10 -- 15%, yet eps will fall as much as 50%? Is this due solely to the hike in R&D expenses? Style Pts.