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Technology Stocks : Cymer (CYMI)
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To: BWAC who wrote (25847)11/6/2003 1:15:41 AM
From: Mr. Sunshine   of 25960
 
<<Fairly valued at 45 based on what?>>

Did I write fairly valued or fully valued? Regardless, CYMI should have strong earnings once the recovery happens. I am just not sure the potential future earnings justify a current price of over $45.

I like Cymer as a company, and will keep a small position just to keep tabs on what is happening in this very interesting part of the SCE sector.
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