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Technology Stocks : Cymer (CYMI)
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To: Mr. Aloha who wrote (17333)5/4/1998 5:22:00 PM
From: Zeev Hed  Read Replies (3) of 25960
 
Aloha, for a change, we agree. The market is fractionated with value stock with good prospects lingering (CYMI and few other semis just as examples) while the mania hit the ENMD and KTEL's. I think that people do not realize that to justify $80/share, one needs to have visibility of $1 Billion five years hence. It will take at least five years to get through the phase III clinical trial (and that only if they get acceleration, they are not starting Phase I for the next 12 to 18 months, they do not even have an INDA filed, and certainly not authorized). Then, Bristol Myers will get most of the sales (still very nice profits if everything goes right, but the wary, watch Mr Murphy).

Zeev
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