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

To: FJB who wrote (20903)	2/1/1999 5:20:00 PM
From: Gary Hoyer	Respond to of 25960

Seeing the bottom in results from a revenue standpoint was the big thing. Probably as close as we can get to hearing "we've bottomed". the worst is over Maybe, if we haven't dropped to the teens by Friday. The trend is getting predictable. However, if we don't drop too much and can hang out in the 20's prior to next quarter's pre-earnings run-up we could be trading in the 30's in the third quarter. Small increase, but ever higher... Bottom line, still think we're a few quarters away from a sustained run-up. More than happy to be wrong :) Gary.

To: FJB who wrote (20903)	2/1/1999 5:21:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Robert, I did not see the current BTB ratio for CYMI in this report, the backlog is down, but that is QOQ so it is significant. It will be interesting tomorrow. Zeev

To: FJB who wrote (20903)	2/1/1999 5:22:00 PM
From: Curlton Latts	Read Replies (3) \| Respond to of 25960

They wrote-off a one-time $5.8 million and still beat #s by 3 cents!! I believe they were looking to expense everything and the kitchen sink here and still couldn't find enough to not beat their numbers. Without the elected inventory writedown they would have been close to a breakeven bottom line! All possibility of any drag from obsolete inventory is now gone from the expense base. Going forward they sound more than confident with planned ramped up expense spending on customer and competitive initiatives. All in --- I'll take it. Next. Analyst upgrades. Good Luck to Each and All Curly ~~~~~~~^^ [6.6] .......> [_]