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Technology Stocks : Cymer (CYMI)

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To: XBrit who wrote (24641)4/7/2000 6:27:00 PM
From: scott_jiminez  Read Replies (1) of 25960
 
Julius (semi OT) - since your post regarding conditions in the semi industry referred to the Klic board, it would be equally appropriate to note another post, made by crystalcharisma earlier in the week, displaying Klic's huge anticipated growth and incredibly low valuation (http://messages.yahoo.com/bbs?action=m&board=7079976&tid=klic&mid=8475&sid=7079976).

The implied PEs are both less than 1/2 the sector average. As noted elsewhere today, this sort of market anomaly doesn't usually last for long. Since it's lowest point on Tuesday, the stock has gone up 50%. This could very will be a harbinger of things to come

BTW, I've been reading Bonderbill's (and kburgs's) posts on the Yahoo Klic thread for ~9 months. BB's post is the latest in a series that's gives powerful, almost incontrovertible, evidence that this semi cycle will last another 2-3 years and will be very, very strong.
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