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

To: Guy Gordon who wrote (24232)	2/9/2000 12:42:00 PM
From: Zeev Hed	Respond to of 25960

Guy, who knows, this downgrade might be a blessing in disguise. Of course, I hate seeing my recent buy $3 under water, but I still have a GTC at $56.5 which never filled, so, maybe I'll get this one as well. I won't start worrying until it shows a "tendency" to close under $55. Zeev

To: Guy Gordon who wrote (24232)	2/9/2000 12:53:00 PM
From: Guy Gordon	Read Replies (1) \| Respond to of 25960

I talked to my broker at MSDW. He said he would use this downgrade as a buying opportunity. From the report: CYMI has increased 176% over the last eleven months compared with 147% for the SOX index and 15% for the S&P Industrials. The stock is trading at 32x or F2001 (December) EPS estimate of 2.05, wich places CYMI shares among the highest multiple stocks... We currently forecast Cymer's revenues to grow 62% in C2000 and 26% in C2001... So it's basically an evaluation call. They think there are better buys out there.