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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (24276)2/17/2000 11:53:00 PM
From: WTSherman  Read Replies (1) of 25960
 
Zeev, what do you make of CYMI's stock performance versus the most of the other hot semi-equip co's. This is a 60 day chart and leaves me wondering what I'm missing...

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When you look at their numbers(sales increase, bookings increase, earnings improvement, P/S, forward P/E) CYMI's numbers are as good or better than most of these co's. The issue of competition is always there, though, each of these company's has definitive competition, not theoretical.

I'm trying to decide if this is an opportunity, before CYMI catches up to the rest or if its a sign of something that I just don't get.

WTS
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