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Technology Stocks : Cymer (CYMI)
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To: Douglas W. DeVries who wrote (10883)12/3/1997 8:04:00 AM
From: Yakov Lurye  Read Replies (1) of 25960
 
Doug,

In all fairness, historic data suggests that in general, you would do better buying semi-equip manufacturer's stock in January than a month earlier. Thus, I can understand Zeev's position - if he misses on CYMER, he'll likely be able to pick a bargain somewhere else. CYMI's problem at the moment is that most fund managers are thinking along the same lines.

That said, I still like CYMI longer term. Once we see commercial size shipments of steppers/scanners with CYMER lasers, there will be plenty of buyers for CYMI stock.

Regards,

Y.
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