Curly and All,
As you know, I am and have been a Cymer bull for quite a while. I also agree with most analysis of the company that's posted here. I have not read all the post's recently, however, what I have trouble understanding is why some here are expecting Cymer's stock to appreciate in this market environment.
No matter what the short interest is, or Cymer's earnings and it's potential, how do you expect it to move up while the market either trades sideways or down. Are you expecting Cymer to diverge from the market or even become a leader ? I don't see that happening.
My concern for Cymer now is not the company or what it can accomplish, but how the market will treat it especially if the larger techs are taking a hit. Good luck to all, and I hope for all of the bulls, that the market proves me wrong quickly.
Best Regards, Tom |