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Technology Stocks : Cymer (CYMI)
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To: orkrious who wrote (22168)6/9/1999 10:23:00 AM
From: Ian@SI  Read Replies (4) of 25960
 
Jay,

I also believe that the street has underestimated CYMI's prospects or how quickly the potential will be realized.

I further believe that CYMI is one of the best values in this sector in the sense that its % upside during the next cycle is likely to be in the top 10 or better.

My caution was merely that this is still a cyclical sector; that some valuation algorithms don't hold.

FWIW,
Ian.
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