Steve, Bruce, Doc and all -- Just doubled my position for a long hold. Reasons:
+ Crucial high-tech niche dominance, forward PE of 32 for a stock growing at 50-60% with concomitant revenue growth, difficulty of market entry, excellent relations with customers, fine product.
- Poor relations w/WS, "young Turk" attitude of mgmt, short slamming, questionable semitool market, shaky tech market, shaky market overall.
Overall, the positives outweigh the negatives for me. I think that they'll do fine, and although I'm not averse to trading I like to hold good companies that I feel are undervalued.
MO only, best to all,
(and especially to Randy, who made me look at CYMI in the first place)
Jeff |
