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Technology Stocks : Cymer (CYMI)

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To: Si_Detective who wrote (3592)9/27/1997 4:45:00 AM
From: ForYourEyesOnly   of 25960
 
ALL: SNAP OUT OF IT!! GET A GRIP ON REALITY!

Is DUV still the lithography technique of choice for 0.25 micron and 0.18 micron devices? Are all high-end memory and logic devices still planning to move to 0.25 micron ASAP? Is Cymer still the undoubted Intel of DUV laser sources?

If you still have a strong faith in the above, then YOU ALL SHOULD BE SENDING MS AND MONTY THANK YOU LETTERS AND GIFTS FOR GIVING YOU AN AMAZING BUYING OPPORTUNITY. YOU ALSO SHOULD PRAY THAT IT GOES TO $20 AND THEN $15 SO THAT YOU CAN CONTINUE TO LOAD UP ON CYMER.

If you are beginning to doubt either the long-term validity of the DUV story or the strength of Cymer, then you should take the steps you feel are necessary to protect yourself from these uncertainties.

I still believe in the long-term story (the world will not allow a glass shortage to stop people from ramping to the next generation, IMHO). I doubled up at $26, and I will put out buys at $20 and $15, just in case it gets there.

I don't know whose shares I got at $26, but who is ready to give them up at $20 and $15? Come on, you know that Komatsu is breathing down Cymer's neck!!! You know JMAR is going to have a production worthy x-ray tool ready this year!!

Ashes to ashes, dust to dust...

THC
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