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Technology Stocks : Cymer (CYMI)
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To: Pierre who wrote (14222)2/5/1998 8:37:00 PM
From: Elroy Jetson  Read Replies (3) of 25960
 
I think Cymer management was outstanding in announcing the probable results of Q1 at the same time as their Q4 results.

The stocks I'd fear to be long are those high P/E stocks that have said there isn't a problem, like Qualcomm, Compuware, etc.

Cymer and Oracle are more my speed and have made good money on both. Any stock that takes a 45% or 65% haircut but still has a solid business my type of investment. You just have to screen out scams like Oxford Health or Boston Chicken whose business was either fraudulent or massively misrepresented.
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