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Technology Stocks : Cymer (CYMI)
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To: Defrocked who wrote (2322)9/20/1997 9:18:00 AM
From: Defrocked   of 25960
 
I thought about Ken's post again overnight.

Given CYMI's strategic positioning it is
inevitable that they would capture INTC's
business sooner or later. Some but probably
not all of such a development would naturally
be embedded in CYMI's current price in terms
of expected growth. At recent prices CYMI still
offers compelling value.
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