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Technology Stocks : Cymer (CYMI)

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To: Doug Skrypek who wrote (13636)1/30/1998 11:02:00 AM
From: Cymeed  Read Replies (2) of 25960
 
Doug, personally I don't think it will help OUR thinking by attacking an analyst or calling anybody ball less. I view DLJ's downgrade as reasonable as MS' upgrade. MS saw something that DLJ did not see before, so DLJ is/was expecting more than MS does, therefore, the down grade.

Today ought to be a good day for Cymi, two upgrades/one downgrade and with a sizable buy back program as insurance. Despite this exeburance, I would not try to listen to the voices that I wanted to hear. While you praises Jay Deahna this time because he raised Cymi rating, a lot of folks accused him when he downgraded Cymi back in Sept. Can we not do both ? It's just hard to analyze and judge properly when one mixes his personal feeling and even emotion with the facts.

Just my thoughts.
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