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

To: TechHunter who wrote (19987)	10/23/1998 3:53:00 PM
From: Greg Jung	Respond to of 25960

I think the best they will say is "cautiously optimistic" The industry didn't turn around in 2 weeks. The analysts are upgrading just for the cyclicity, we are "bound to get better, as it can't get much worse". There are some upgrades from Micron to its TI-acquired facilities, from Samsung, etc. So I think this is the cream of the crop place to be, myself. But I'm a little bit biased. They did a hefty downshift for expense cutting and overall survival so it would be best to concentrate on that aspect in addition to possible demand for the new system. Remember they won't quote units anymore, just revenues. Greg