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

To: FJB who wrote (18964)	8/6/1998 4:40:00 PM
From: Darryl Olson	Respond to of 25960

I think some short term gains are probable. However, the CC noted that 3rd qtr shipment #'s would be down and that recovery was not anticipated until 1999 or possibly 2000. Thus, any significant appreciation is probably not in the cards for at least 3 months, ie, until the Asian impact works itself out, new orders increase, etc. Let's hope it's sooner rather than later. From a market position standpoint, Cymer still looks exceptionally strong.

To: FJB who wrote (18964)	8/6/1998 4:49:00 PM
From: Darryl Olson	Read Replies (1) \| Respond to of 25960

Another wild card is China should they decide to devalue their currency. If the new leadership in Japan can build some confidence, then devaluation probably won't occur. Both countries need to come through. Thus far, Japan's recent implementation of permanent tax cuts and selection of a respected finance minister are steps in the right direction.