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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: TI2, TechInvestorToo who wrote (23023)	9/3/1999 7:25:00 AM
From: orkrious	Respond to of 25960

TI, I can't spend any time today responding to your question. But one quick thought. INTC is a component supplier with much more dominant market share and much fatter margins than its system suppliers (the box makers). Jay

To: TI2, TechInvestorToo who wrote (23023)	9/3/1999 7:30:00 AM
From: orkrious	Respond to of 25960

For those that don't peruse the LRCX thread, here's a beautifully written piece of literature that Duker wrote to Jerome. It is the essence of what I see happening with Cymer shares over the next couple of years. beta.siliconinvestor.com I applaud you for your paranoia. We need to be vigilant as the stars in this industry begin to align. For when the heavenly bodies appear to be most favorably positioned, it is prudent to be prepared to induce vomiting -- aptly completing yet another cycle where the analytically-challenged momentum players bequeath unto us shares of these companies at incredibly inane prices ... in order that we can, several months later and fattened with nearly-egregious gains, strip them of all dignity and sell them back these very same shares at prices hitherto unspoken. I believe that I may be unwittingly (an apt descriptor in most instances where I attempt to think or be creative) paraphrasing the Book of Revelation ... or some such TOC (Text of Consequence).