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Technology Stocks : Cymer (CYMI)
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To: Berk who wrote (24441)3/14/2000 6:17:00 PM
From: orkrious  Read Replies (1) of 25960
 
I still feel that the reason CYMI hasn't performed as well as the other semi equips is that they weren't around during the last cycle to prove themselves.

Although I agree with whomever said they dislike conspiracy theories, I am giving a little thought to Curly's theory being correct re MSDW. Deanna's downgrade really hurt.

I don't think that the fundamentals have changed one whit, and I still think CYMI will easily exceed $3 next year. As we get closer to earnings, I expect us to take out the old highs. That said, if the larger semi equips keep going down (they had such a big run, it is not unreasonable to expect), we will go with them. However, we are now so low our relative strength should be good. I actually thought we were going to hold 55. It wasn't until the Nasdaq selling accelerated late in the day that the bids disappeared driving us down.

Jay (hunkering down, just like 18 months ago)

[edit] Maybe Oracle will stop the bleeding in its tracks.
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