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Technology Stocks : Cymer (CYMI)
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To: Cymeed who wrote (11963)12/26/1997 10:42:00 AM
From: Yakov Lurye  Read Replies (2) of 25960
 
Re: <futuristic technologies>

Cymeed, worrying about technologies that most likely will not be feasible for at least 5 years seems a bit premature. It is a virtual certainty that DUV systems will be deployed in increasing numbers for the next few years.

Anybody committed to holding CYMI stock must assess for him(her)self the competitive threat to future CYMER's market share presented by Lambda and Komatsu. I am prepared to suffer through the temporary problems caused by SEA currency crisis, DRAM glut etc and to defy the general stock market downtrend - but it all makes sense only if CYMI fundamentals will remain intact.

Meanwhile, I'd gambled on some Jan15 calls. They seem to be a bit overpriced, though - or is it my broker?

Regards,

Y.
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