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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (23800)12/19/1999 11:27:00 AM
From: orkrious  Read Replies (1) of 25960
 
I think it has at best, a chance of reaching about $85 and will be down hill from there, into another cyclical bear in 2001 for the semis

Zeev, I hope you are as prescient in this post as you were in this

Message 5991091

where you said that CYMI won't take off until a new wave of fabs is announced (it did), or here

Message 6129342

where you said you doubted it would break 14.5.

I know, the turnips change with the wind.

It seems to me Akins as been fairly accurate (even conservative) with his market projections. Extrapolating some numbers, CYMI is going to grow earnings at over 50% a year for at least the next few years. Further, everyone recognizes that chip companies are out of capacity, and the capacity additions are just beginning. What makes you think that 2001 will bring the beginning of a cyclical bear? With 300mm pilot lines just getting started, 300mm buildouts will only be getting started toward the end of next year.

Please explain the basis for your statements.

Jay
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