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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (24345)	2/28/2000 8:42:00 PM
From: Zeev Hed	Read Replies (2) of 25960

Jay, just for the record, I am back in CYMI at $52. I still believe we will see $85 this year. However, we should start and pay attention to the DRAM situation again, the catastrophic decline in DRAMs led to the last retrenchment in SC and a repeat could occur this time around. DRam are back near the $4 level bottom and the problem seems to be that the supply is growing faster than the demand. We may eventually have a similar situation in the CPU business (with INTC building like there is no tomorrow and VIA joining the CPU fray). Thus my old target of $85 is not just this year high, but a high for the next few years. I, fo one will probably be out before it reaches $85m, but that will depend on the SOX next leg up' momentum. Are you playing the new craze in superconductors? CDTS, SCON and ISCO (which I know not why) are frolicking, but even forgotten issue like PATSE have done 3000% in one day before retreating to "only 1000 %". Good luck out there. Zeev

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