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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (18923)8/3/1998 5:24:00 PM
From: Zeev Hed  Read Replies (2) of 25960
 
Curlton, well, I think that I am somehow "legitimate" and even a SH. $50 MM invested in a good acquisition adding another $50 MM in sales annually with growth potential similar to CYMI is better than buying your own stock at many times book and a PE above 20 of foreseeable earnings for the next 18 months. I think they should start and look for beaten up companies that could be synergistic with their own business, or at least, serve a similar group of customers, or could give their existing technology a "window" to a completely new group of customers.

Zeev
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