*AV*--of all the literature that I read, I have the most respect for Infrastructure. It is probably one of the better publications and I find myself agreeing with him more than disagreeing. I also find that I reach his conclusions prior to seeing them in print ehich makes me feel a good deal better to see some validation.
with that said, I have no reason to disbelieve his comments and believe the best of the best is ahead for CYMI. As much as I would love to agree that it will go over $100, I have CYMI targeted as a "nifty 50" stock. However, I never expected ASMLF to go from $18 to the equivalent of close to $180 (remember it split). Even though all the sector has fallen on hard times, I can make an argument, based on past performance of ASMLF, a user of CYMI products, that CYMI could do a 10X increase as well. Especially if they retain their marketshare leadership and sell into EVERY DUV litho tool supplier.
I prefer to go on record as stating $50 while letting the profits run as it moves higher. Appropriate stops will be put in place, though, to protect profits.
Andrew |
