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

To: jeffbas who wrote (16126)	3/30/1998 9:35:00 PM
From: DTselentis	Respond to of 25960

Industry analysts say the semi equip business will be bad for 6-9 months . The only positive is that 99 is supposed to be a good year.. Since semi equip orders are booked months in advance, stocks prices should start reflecting '99' s upswing summer/fall of '98. This assumption is based on Korea being able to finance equip purchases again as well as Japan showing some strength.

To: jeffbas who wrote (16126)	3/31/1998 12:09:00 AM
From: Duane L. Olson	Respond to of 25960

Jeffrey.. Methinks you are a bit too pessimistic on CYMI, just as with DPMI.. Here is the latest SOX chart.. 207.95.154.130 The Stochastics, along with a (finally) positive RSI appear to be predicting an upturn for tech stocks... (which, like your comments, may have a 1/16 effect on anything <g>).. When the analysts are as pessimistic as they have been, with an acknowledged good turnaround no later than the fall...I kind of like to be invested. TSO

To: jeffbas who wrote (16126)	3/31/1998 12:10:00 AM
From: IMPRISTlNE	Read Replies (1) \| Respond to of 25960

RE: " I call a 10-15% revenue decline and $.10 to $.15 earnings for the quarter, down from $.25 in the prior quarter, a "crummy" quarterregardless of the excuses." Hi jeffrey,,,,IMO,,,,revenue decline due to increased R & D....is quite tolerable in the short run,,, Revenue decline due to stupidity, waste, or dysfunctional fundamentals is not acceptable,,, BTW,,,,what do you think it would cost to take a high-end laser from a concept in the mind to prototype (ready to mass produce)in 7 months....?