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Technology Stocks : Cymer (CYMI)

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To: Ian@SI who wrote (5092)10/13/1997 11:48:00 PM
From: Curlton Latts   of 25960
 
Talked to a high-level CYMI engineer today who sees increasing demand. He hasn't got a clue why the stock sold off except "A Wall Street firm changed their opinion, why, I don't know." He said that like somehow a Wall Street analyst's changed opinion was separate and apart from any real world issues that Company management deal with. Not deprecating in any way - more like in confusion - how does an analyst on Wall Street know something that industry management doesn't? I assured him that although Wall Street analysts utilize highly sophisticated prognosticatory tools, nevertheless, listening to your customer's orders over the phone and aggressively tackling your growing backlog are still preferred in developing operating plans for your business.

Ah yes, the mysterious ways of rocket science are beyond mere mortal investors and pay no attention to that man behind the curtain - he is the all powerful OZ as it relates to stock market divining. Funny thing is though - growing a successful business enterprise is really as simple as who does the best blocking and tackling - ie fundamentals. At CYMI they're the best across the American business landscape today.

Good Luck To Each and All

Curly
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