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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (13663)1/30/1998 1:53:00 PM
From: Yakov Lurye  Read Replies (1) of 25960
 
Bob, the stock is up today, but it will follow the ebb and flow of the market. I was pleased with CC, and still maintain that CYMI is in much better shape than companies depending on new 300mm fabs, but
the stock will flourish only when the semi-equip sector as a whole gets back into favor. My guess is that we are 6 months away from the real rally. Until then, CYMI is likely to be literally what the analysts rate it : "market performer". It is nice though to have a $50m buyback cushion to smooth the ride.

Regards,

Y.
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