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

To: Rob C. who wrote (17118)	4/24/1998 2:53:00 PM
From: Curlton Latts	Read Replies (2) \| Respond to of 25960

Robert: This is a long position for me. I haven't changed my views except with respect to very near term earnings. My longer view remains as it's been with respect to the outstanding underlying fundamentals. As such, I remained committed to my equity position in CYMI. There is also a huge $48 million share buyback floor of underlying trading support on the stock. I don't think Mr. Master Of The Universe Knucklehead Smith 4 Million Shares Short In 60 Days Regardless Of Price Man likes that very much. I think the short covering process will continue. As a result, the stock will continue to work its way up in my opinion with steps and starts. The conference call seemed genuinely confident and reinforced my longer term views. The chip industry is in a long term secular bull trend because of the global advancements in technology that I believe will continue. Cyclical and short term industry factors will continue to influence price and earnings fluctuations, but I like the prospects for growth. In essence I like the chances for upside surprises in CYMI's earnings and I believe that interest rates will remain low and lower. These factors should drive smart appreciation in share price for CYMI. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]