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Technology Stocks : Cymer (CYMI)
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To: Aaron Zuckerman who wrote (15684)3/11/1998 9:14:00 AM
From: WTSherman  Read Replies (1) of 25960
 
Aaron, I don't blame you for being suspicious of thread participants who are always bullish, but, I think the value of this kind of board is to be able to get alot of undistilled, unsanitized opinions and even a little bit of information. As a source of data and hard information I wouldn't use anything I find on SI without checking it out.

On your other question, regarding the SOX trend, to me what happens to the semi-mfg over the next 6-12 months doesn't have alot to do with investing or not to invest in CYMI. My question is where will the semi industry be in 2,3 and 4 years from now and what are the implications of that for CYMI. The payoff for this company is not going to come this year(no matter what the underlying market dynamics in semi's are). The payoff is further out, for sure. I think that CYMI is positioned better than almost any other company to take advantage of an obvious industry evolution that will surely occur over the next couple of years.
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