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Technology Stocks : Cymer (CYMI)
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To: j g cordes who wrote (17605)5/19/1998 10:53:00 PM
From: MtnMan  Read Replies (1) of 25960
 
Hi Jim-

Yep, just been lurking here and at TSO thread for the last couple of months licking my wounds and trying to figure out a profitable strategy. I'm still long CYMI since our last discussion in October when you were short(?) but as I remember you closed you position out (wish I had closed my long...) But anyway, there's still some life in this stock. Heck, we've already seen 14-15 to almost 30 in the last few months. I gotta think that EVENTUALLY PE will mean something but what happens? OK so FED raises rates not because of inflation in typical consumer prices but because of the prices in the market, earnings go flat or down (like CYMI) people (rather the mutual funds) start pulling money out of stocks and go into bonds and bond like instruments driving rates down and eventually a new parity is established between bond and stock returns. Watcha think JG? What will the scenario be when it hits?

-Neal
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