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Strategies & Market Trends : Value Investing
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To: Count de Monie who wrote (3563)3/21/1998 11:44:00 AM
From: Paul Senior  Read Replies (4) of 78594
 
To the Count: re. CYMI. Buy now.

My first take is that it can't be evaluated as a value play based on financials. Numbers - psr, p/bv are still too high. Interwoven with this is a large cash hoard (good for margin of safety) and sales that look like they've gone up about 4-5x in a year. Plus some indication on SI that co. has a lock on mfg. requirements for next gen. of sub. .25u stuff? (If so, very positive and valuable -- but how to dollarize?) Some odd stuff about CYMI: some bullish reports saying it's undiscovered. On the other hand, there are over 8000 posts on it in Yahoo. Great future apparently but also lots of shorting. What do the shorts know about that supposedly great future?

Here's why YOU should buy now IMHO (and from a kinda/sorta value point): You say you have spent a lot of time researching this co. You believe it will double in 2 years from your desired entre purchase point of 15. So you figure it's going to 30 bucks. Okay.
Stock is selling for $20. At 20 it's going to move up 50 percent (20 to 30) in two years. Stop fiddle diddling around and buy it now. Take that 25%/yr gain. You got too much time and brains into CYMI now, not to.

And what are you, a track star -g-?? Why else would you "jump into this with 2 feet"? -g-. Very dangerous and probably unnecessary. You buy a partial position now and wait. You lag in with remaining funds as stock drops. You diversify. And you live with the CYMI rough spots for the 2 years. Any questions? -g-

(Thread note: my buy opinion directed only and solely to the Count. He's done all the homework on CYMI--and although I suspect he might be correct in his outlook for CYMI, I am responding to the unique situation, not recommending CYMI to anyone else.)
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