SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TideGlider who wrote (2538)9/22/1997 1:07:00 PM
From: Czechsinthemail   of 25960
 
Bruce,

All of a sudden a bunch of people enter over the weekend with doubting
worrying posts. They have it all figured out. What a blitz!

I guess I'm one of the "concerned citizens" you're complaining about. Let me reply by saying I don't have it all figured out. I'm not one of the soon-to-be-a-billionaire traders, nor am I expert enough to approach the technology of semiconductor engineering without lots of questions. I'm asking questions in hopes that they can get good answers. I believe when dialogue happens in a way that questions are well-answered there is a reassurance that comes with those good answers. When the questions remain hanging, they feed doubts and fears. The questions I raised seemed legitimate to me. They are the ones I want answered to have more confidence holding shares or perhaps buying more.

I tried to put my bias up front by saying I have a modest long position in CYMI. I suspect with the selloff the shares are a bargain now, particularly for long-term investors. I'm more inclined to believe the downward price move was related to news of a Montgomery downgrade than my worrying posts. But I would add that there is a quality of hysteria on this thread. You see it in the proliferation of posts that feed the climate of worry. I'm not sure that there is anything substantive to worry about. But I think better answers rather than cheerleading is what is most reassuring. Eventually, our fates are tied to how the company's business and earnings go. More discussion around that should provide the illumination that help dispel the darkness.

Baird
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News