Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Cymeed who wrote (11769)	12/21/1997 5:40:00 AM
From: Mr. Aloha	Read Replies (2) of 25960

Sorry, I don't have info. I'd like VLSI Research DUV info myself. Cymer said they did well in 1995-1996 with the Tech. selloff. However, that was based on a minimal amount of laser units. How would Cymer handle a larger market? Based on comments from the last earnings report and Cymer's ability to shift sales from the Nikon push-out so quickly at the end of the Q, it appears that demand wis far stronger than immediate supply. We should factor in the currency devaluation. Cymer uses hedging but to what extent? I'm positioning myself to buy CYMI, AMAT, TER, and SVGI over the next 12+ months. SVGI is trading very poorly and they only sell to approx. 10% of the Asian market. With their expertise in .25 that stand a good chance to perform well. I'm prepared to ride CYMER down to whatever lever the market decides. I figure if I can invest in the above mention stocks over the next 12 months or so, I could mostly likely double or triple my investment by the end of 1999. That's my only goal, plan and simple. It's like late 1995 all over again. Aloha

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