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Technology Stocks : Cymer (CYMI)

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To: H James Morris who wrote (17794)5/27/1998 9:26:00 AM
From: Curlton Latts  Read Replies (1) of 25960
 
You my friend are too much to believe. When you quote what I did or didn't say please provide a reference URL. Otherwise I will assume you quite likely are mistaken with respect to your memory.

With respect to Japan my comments have always been redirected towards the end user markets for all this stuff, namely the USA and Europe where things remain strong. As long as the end user markets remain strong then there may be some transitional relocation of production, but, there will not be any lasting impact. Pat has been kind enough to post Morgan Stanley's research write-up which tends to support that theory.

You've been negative for quite a long time. All the way from $15 last time to $29. I suspect you'll also be negative at $60 and poorer for the trouble.

Good Luck To Each And All

Curly

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