Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Nadeem who wrote (10084)	11/19/1997 7:13:00 PM
From: Mason Barge	Read Replies (2) of 25960

<<But their abrupt pullout of that conference in September screwed every single shareholder. Other than that, the fundamentals are excellent>> When are you guys going to wake up and smell the coffee? The famous pullout had no effect other than to put an end to a ridiculous momentum run-up. If you really think that's why the stock is trading in the low 20's, you need to work a little harder on your investment research. This constant harping on that silly incident with Montgomery is blinding people to the root causes of the decline in Cymer's price. The stock price has fallen because of fundamentals. The likelihood of industry demand (for 248nm lasers in the next 6 months) meeting the expectations generated a few months ago is now quite small. It has nothing to do with Cymer. They are essentially a sub-component manufacturer for a product that isn't getting sold as fast as had been hoped.

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