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

To: ScotMcI who wrote (22073)	5/21/1999 1:29:00 PM
From: TI2, TechInvestorToo	Respond to of 25960

WOW; Great post ! I am less sorry that I missed the meeting, your notes are practically like being there! TI2

To: ScotMcI who wrote (22073)	5/21/1999 1:53:00 PM
From: Proud_Infidel	Respond to of 25960

Scot, Fantastic notes! This is part of what makes SI an invaluable resource to the individual investor. Many thanks. Brian

To: ScotMcI who wrote (22073)	5/21/1999 4:59:00 PM
From: Ian@SI	Respond to of 25960

Scott, An impressive set of notes from the annual meeting. Your efforts in keeping us informed about CYMI are exceptional; and very much appreciated. Thank you, Ian.

To: ScotMcI who wrote (22073)	5/21/1999 7:54:00 PM
From: Sweet Ol	Respond to of 25960

Scot, that is terrific. It is a huge benefit to us small investors. I only hope that some day, in some way, I can return the favor. Great Job!!!!!! John Haley

To: ScotMcI who wrote (22073)	5/21/1999 8:23:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Scot, thanks, a superb job. So, we are looking at 800 MM by year 2003? Zeev

To: ScotMcI who wrote (22073)	5/22/1999 6:52:00 AM
From: George Coyne	Respond to of 25960

Beautiful job, Scot. Thanks. <eom> G. W.

To: ScotMcI who wrote (22073)	5/22/1999 10:26:00 AM
From: Carl R.	Respond to of 25960

Very good job! Thanks for all the work! Carl

To: ScotMcI who wrote (22073)	5/22/1999 3:31:00 PM
From: Curlton Latts	Respond to of 25960

Scot. Great job. Thanks. It's appreciated. (eom) Good Luck To Each And All Curly ~~~~~~~~~^^ [6.6] ......> [_]

To: ScotMcI who wrote (22073)	5/22/1999 7:06:00 PM
From: Dale Knipschield	Read Replies (1) \| Respond to of 25960

Scot, I owe you a debt of gratitude, too. Thanks much! By the way, inquiring minds want to know.......just how in heck did you do the graphs........draw them in a notebook, then redo them with some presentation graphics? In any case, a great job! Regards, Knip

To: ScotMcI who wrote (22073)	5/23/1999 11:17:00 PM
From: orkrious	Read Replies (3) \| Respond to of 25960

Hi Scot! Just got home and glanced at your stuff. Nice work! I will look for missing stuff later, but one thing I quickly noticed was their goal is 21-23% operating margins. To get there, Akins said that they need $90 mil in sales/quarter,the industry needs full recovery and they need to meet their process improvement goals. Consequently, we can look for this in Q1 2001 (my estimate). Jay p.s., BTW, it was nice to meet you.

To: ScotMcI who wrote (22073)	5/24/1999 2:12:00 PM
From: LemurHouse	Respond to of 25960

Scott, let me add my thanks to the others on the thread who have expressed their gratitude for another great write up. Andy

To: ScotMcI who wrote (22073)	5/24/1999 7:23:00 PM
From: orkrious	Respond to of 25960

Scot, I just compared your printed notes with my scrawl. The fact that there is far more in your printed version than in my writing is a testament to your thoroughness. I really don't have anything substantive to add. One tiny point: In the Q&A when Akins responded to the question about the good-old boy network and being able to compete against local (to the chipmakers) competitors, I think it's important to note that he used AMAT as an example. He said Japanese chipmakers probably prefer dealing with a Japanese supplier, but AMAT just became bigger than their biggest Japanese competitor. (I can't remember if he said total world-wide sales or sales within Japan.) Again, excellent job! Jay