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

To: Dina Kurktchi who wrote (19938)	10/21/1998 2:20:00 PM
From: Greg Jung	Read Replies (3) \| Respond to of 25960

Cymi very nicely climbing, but nothing new likely in the numbers to be reported Oct 25 (?). There are some fab refurbishments going on and Cymi has as its main product the heart of the current upgrade trend. So there may be some logic in our madness. But forward-looking comments will probably be cautious. How many lawsuits, now? Greg

To: Dina Kurktchi who wrote (19938)	10/21/1998 9:16:00 PM
From: Gemini	Read Replies (1) \| Respond to of 25960

Dina, Cymer and the rest of the chip equipment industry have been beaten up long enough. After dram prices have fallen to their lowest levels over the past three years, there are several analysts who are becoming more bullish about the chip industry in general. There are two principal keys as I see it -- Japan and Intel. Japan it appears is actually doing something about its economic crisis and, consequently, its stock market has been showing very strong gains over the past two weeks. Intel has made several optimistic comments recently about its outlook going forward and as Intel goes so goes the industry. Corporate earning reports in general have been better than expected. Further interest rate cuts, particularly the Fed's discount rate, are expected by year's end. And, of course, inflation remains very low. Last but not least, we've already experienced the bottom of the bear market and many feel we'll be looking at new highs in the Dow by this time next year. Allan