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

To: Mr. Aloha who wrote (14475)	2/9/1998 9:13:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

Do we really need a buyback? Mr. A., hope you are right and CYMI is not buying shares back now. The buyback announcement was clearly timed to offset a possible selloff after the CC - they'd promised two quarters of sequential growth in late October and knew that they couldn't deliver pn the promise. Great idea, worked well (thanks to the change in the market sentiment, help from the analysts etc), and I sincerely hope they didn't have to spend a lot of ammunition in this round. Long time ago I had a chance to attend a lecture given by the world chess champion and a great strategist, Mikhail Botwinnik. He was showing one of his games with another grandmaster. I was a kid at the time, I did not understand half of the variations he was showing, and I do not remember the game anymore, but one thing he'd said had stuck in my mind: "THE THREAT IS MIGHTIER THAN ITS EXECUTION" Regards, Y.

To: Mr. Aloha who wrote (14475)	2/10/1998 12:37:00 AM
From: FJB	Read Replies (8) \| Respond to of 25960

Aloha, I think you've got a very healthy attitude about this investment. I made a quick reference page for Cymer. It really simplifies things when I need access to info quickly, maybe someone else will find it of use. geocities.com Bob

To: Mr. Aloha who wrote (14475)	2/10/1998 10:15:00 AM
From: raymond marcotte	Read Replies (3) \| Respond to of 25960

mr aloha, you should not have taken any offense at what i said - none was intended. but it does seem a bit strange for a company with a debt/equity ratio of 1.47 to be in the market and buying back their stock. have you visited cymer.com the market seems to be saying something about this company that i do not know. nothing in the news to explain why this stock has fallen so far and not had any bounce. these things convey information and my interpretation is avoid this company until it becomes clear what is going on. i am not an engineer, and don't know one qualified to give an opinion about cymer.