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Technology Stocks : Cymer (CYMI)
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To: sammaster who wrote (19679)9/20/1998 12:34:00 PM
From: orkrious  Read Replies (1) of 25960
 
Sanmaster, the reason Cymi is selling at a premium to its peers is not because it is overvalued. It's because the market recognizes that Cymer has a near monopoly on a piece of semi manufacturing in the future (it essentially is a toll collector) and is essentially a slam dunk. As Warren Buffett would say, he can't tell you when, only if, and the answer to if is yes. You can't say this about Cymi's peers.

Jay
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