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Technology Stocks : Cymer (CYMI)

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To: Dale Knipschield who wrote (24106)2/1/2000 11:34:00 AM
From: WTSherman   of 25960
 
<In the long-run, earnings numbers will embarrass Merrill Lynch, and enrich us.<

Knip, you're quite right, of course. Nonetheless, it is a bitter pill to swallow for folks that held on and bought more when the stock went below $10 to see the company finally start to fulfill its potential and have this sort of analysis dampen things. I haven't listened to the cc, yet. Was there a discussion of competition? Was something specific said about market share declines? Or, is this totally coincidental that ML decided that the day after earnings was the right time to change their recommendation based upon competitive fears?
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