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Technology Stocks : Cymer (CYMI)
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To: Candle stick who wrote (13521)1/29/1998 11:20:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
Candle stick,

It's important to remember that we're dealing with a semi equipment company here. Cymer's results are much more positive than many/most other semi equip companies have posted. CYMI has sold off on catastrophic fears, but the actual announcement and the road map going forward, though not without bumps, is remarkably positive and upbeat.

The future beyond this quarter look great. I think analysts will accept CYMI's strategy for getting there and owning it. It is easy to get spooked by the historical beating we've gone through. From here on, I think the focus will be on the rate of DUV deployments, with a strengthening CYMI price as the year progresses.

Baird
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