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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Teri Skogerboe who wrote (3261)11/2/1997 6:33:00 PM
From: Sam Citron  Read Replies (2) of 10921
 
Teri,

I'm not so sure there is any more easy money to be made on the short side of Cymer. I think the stock is oversold and in much stronger hands now. I wouldn't count them out. They still have incumbent advantage and are focused pure play, relative to Coherent and other new entrants, which tends to make CYMI very hungry. They may be in a position to retaliate with price pressure if threatened.

SC
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