To all.
What bothers me here is all the talk about push outs and capacity, Cymer has ramped up to produce 1000 laser units in '98, but is in position to be profitable with as little as 400 units. With the current state, as known by all, this company is in very a enviable positon, but the price has yet to reflect such. Is there anything we don't know here? Can it really be shorters at these prices? I had thought it would be a slow rise back up for this stock, but I am thinking maybe this stock is going to jump when money comes back into the tech sector as Cymer is looking like an execptional buy. And the money is going to come back to the Tech sector, the fund managers need the tech sector.
One side note, if I can't do well picking a stock with the fundys of Cymer, I will have to go back to mutual funds, <G>.
Good Trading to all.
Ed |
