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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (8042)11/4/1997 1:06:00 PM
From: cardiologist to be   of 25960
 
few days ago, you replied to my questions about timing and why the stock price is stuck in neutral while earnings are in overdrive. have not been able to get back to this thread for a while.
anyways, just spoke with a friend of mine who told me that cymi will stay down and head down further because they are in a cannibalistic industry. they may have the predominant market share, but the large investors are perhaps thinking that the stock has limited growth beyond 98 and does not deserve the valuation it received in the past few months. i don't have the hard data that you do.
what is your opinion on this matter?
the company expects 40% growth for the next year, but is it possible to predict beyond that?
i think my friend is full of .... but he makes many more winning trades than i do and he is a computer geek, while i am not so i respect his opinion.

hoping that my position in cymi doesn't turn into another catastrophe like apm and lsi.

boy i sure have picked some lemons this past few weeks.
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