Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (15670)	3/11/1998 12:10:00 AM
From: Aaron Zuckerman	Read Replies (11) of 25960

Curly, I've owned Cymer since the Jan. low and have been following this thread since then. This is my first post here. Generally I have appreciated your comments and share some of your optimism. However the way you relentlessly pump the stock has begun to concern me. Especially after reading a post about False Stock Prophets on Internet chat threads. Here's is an excerpt from the post: How can I know if someone on an investment site is a false prophet or not? Here are some signs. 1.A false prophet is very knowledgeable about the stock he follows and is always bullish (same except FPD is bearish). 2.A false prophet frequents only one thread on an investment bulletin board, or may follow a group of stocks from a certain sector...(example, desert dirts on Silicon) (same) 3.A false prophet will sometimes encourage you to take possession of your shares, to stop the Market Maker who is supposedly shorting the stock. (A FPD will discourage you from taking possession of your shares claiming that you will be unable to trade 'when' the stock tanks) 4. A false prophet tries to play the Market Maker as an evil force who wants you to sell your shares to him at a lower price. (A FPD tries to play the company, officers, and/or bulls as evil forces who want you to hand over your hard-earned money by buying more shares from them at a higher price) I know this appears to be an accusation and a personal attack. Believe it or not I mean you no ill will and do not wish to start a feud. However I feel the need to present you with this confrontational post because the above excerpt does in at least one respect accurately describe your posting style. Please prove my suspicion wrong. I do not disagree with your confidence in Cymer and optimism for its prospects. However I'm concerned about the latest trend change in the SOX and the effect it will have on all semi-equip issues including Cymer. I'm asking myself will the industry's necessity for moving to smaller feature sizes and the Cymer buyback support the share price in the event of a steepening selloff in the SOX? Or will Cymer get pulled down with the other good semi-equip companies if this occurs? These are tough questions. But better to ask them sooner rather than later when our money is on the line. Regards, AZ

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