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Technology Stocks : Jimbo's Playhouse/CPQ
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To: isdsms who wrote (1896)6/11/1999 2:21:00 PM
From: Mao II  Read Replies (1) of 12662
 
Ira: To me, it's not even close. CYMI has a virtual monopoly on lasers necessary for the next generation of chips below .18 microns. If you are looking for a short term trade, I'd buy CYMI in 20-21 range. Downside risk from here, in event of market tank, is in the 18 area. A more bearish market could take it to 15-16. I would think that's the bottom barring a Depression style collapse. KLIC I don't follow that much, but given its biz, I would expect revs from cycle upturn to kick in a bit later, hence its price might lag. FWIW. M2
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