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

To: orkrious who wrote (23736)	12/6/1999 12:53:00 PM
From: fellow	Respond to of 25960

I agree! Yes, it did run prior to the November enthusiasm, but it's about time she gets back in the race. Maybe we need another Curli(clari)fication as to why this is the most important stock to own if you think hardware technology will improve in the future. Cheers- fellow

To: orkrious who wrote (23736)	12/6/1999 2:30:00 PM
From: Darryl Olson	Respond to of 25960

Jay, AMAT and KLAC are setting new highs today and up significantly. ASML has touched their previous high and may set a new high today. We recently saw this type of divergence (CYMI vs these three) about two months ago when CYMI was around $36. I stated then that something was out-of-kilter. A week later, CYMI took off and caught up with the others. I'm seeing similar divergence here and expect that CYMI will again catch-up or the other three will come back down. Based on valuations for the other three, CYMI should be in the $55-$60 range (IMO). Of course, Curly will probably call me conservative.