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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (19532)9/14/1998 5:50:00 PM
From: Czechsinthemail  Read Replies (1) of 25960
 
Though it feels like a small consolation to be down less than other small semi-equips, a bigger consolation is that CYMI should be on the leading edge of the semi equip recovery. That makes it more attractive to hold than some of the others that are more likely to lag a bit. Since smaller line width design seems destined to be a chip improvement that is being adopted ahead of other technologies, CYMI will clearly be a beneficiary. How fast and how much may be open questions, but given the extremely low stock price there is a lot of predictable good news to profit from.

Meanwhile, management's prediction that the company should remain profitable this quarter with earnings around consensus estimates should look increasingly good relative to other semi equip companies as we go into the earnings warning season.

Baird
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