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Technology Stocks : Cymer (CYMI)
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To: Proud_Infidel who wrote (15998)3/24/1998 8:30:00 PM
From: W.R. Stolizino  Read Replies (2) of 25960
 
My goodness gentlemen, we're getting a little bit touchy here, aren't we? Little wonder the posts have evaporated. Please note that I have not abandoned CYMI. A careful read of my earlier post will disclose I am still long CYMI calls. But, to get back to the fundamental issue, one must carefully consider the costs of dead money, and at this particular point, I believe the better opportunity lies with a market bellweather that routinely trades over 20 mil shares and is followed by more analysts than CYMI will ever see. It doesn't matter how good the story is if no one is there to read it. It matters less what you think the PE "should" be. The market dictates that number daily.

- Stoli
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