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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (13691)1/30/1998 2:56:00 PM
From: Cymeed  Read Replies (2) of 25960
 
All right, Bob.

While I am happy, I am still concerned about their profit margin shrinking. I am nervous about their ASP (Average Selling Price) pressure from the competition of competitors and how successful can their new product will be.

But don't take me wrong. Akins seems like new person now. He is not argumentive any more, he is conservative, and he acknowldges they did not manage well in 1997, especially the communication side. These are the highest positives one can ever find with your company.

I am also curious about who is buying the shares today. Company ? Momentum players (we can tell in next 60 minutes), instituations, or people who intends to buy and hold for longer term ?

What do you think at this junction ?
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