Bruce,
thanks again, Your game plan looks solid. Let me tell You this is an aspect that I really like on this thread. All people here seem very civilized. As many investors here apparently got into CYMI at post split $50, this is really civilized behaviour in action. I think that alone deserves a reward <G>.
Other threads, would have flamed posters with dissenting opionions (perhaps even like me). Here this did not happen. To the contrary, all people around here always seem to be inclined to supplement their beliefs with facts and sound reasoning. Perhaps a role model for others more tantrum-plagued forums...
As a post-facto analysis, I think this EUV-consortium info, where not CYMI but TRW is about to develop the light source caused this selling spree. Of course CYMI didn't enter this consortium because it could go as well, or even better without joining. But add the fact (I read it on General Lithography thread) that i-line Equipment will be able to make inroads into DUV-turf (0.25 micron) with tricks like OPC, PMS etc, then You might get an impression that CYMI somehow got or will get into a "sandwich" position, being squeezed at both ends, which would if correct impact the strategic window for its products and technology. Eventually, people will realize the intrinsic value of CYMI and a brighter day will lighten up.
best wishes,
CROSSY |
