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

To: Bob Kim who wrote (24245)	2/10/2000 10:31:00 AM
From: Proud_Infidel	Respond to of 25960

LRCX is far from being an also-ran. These guys were dead wrong. Their Exelan is taking market share from AMAT and their Teres CMP has won kudos throughout the industry. These guys were never more wrong than when they bet against Lam. In case you couldn't tell, Lam is a large holding of mine(number 2 in %) and I am sick of these idiots calling it an also ran. </rant> Brian

To: Bob Kim who wrote (24245)	2/10/2000 2:38:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 25960

Each one of his lowest rated stocks out-performed 50% of the Nasdaq last year. With the 86% rise in the Nasdaq, around 50% of the stocks exited 1999 at lower prices than they began the year. I am willing to admit that of my top tier (6) equipment stocks, LRCX is also the bottom rated stock. However, unlike these market morons (oops, mavens) not one of the stocks on his list was going out of business. each and every one of those stocks is a viable takeover candidate at a nice premium. some of them moved slow and might be considered laggards but they all provide great equipment to the industry. I am particularly impressed with MTSN. Also, I find it personally amusing that 2 of my most gut wrenching laggards, CFMT and SFAM are laggards only in comparison to the stellar returns on CYMI, ASML, AMAT, KLAC, etc. It's tough to be called a performer when you are in this company of great stocks. However, as we discussed in our newsletter this week, doing a 6 month flashback, we were haggling over a $7-$8.38 price for CFMT for a stock that is now $14. we were also bantering about whether AMAT would outperform CYMI. As it turns out, until just a few days ago, both were neck and neck with 100% returns over the past 6 months. I leave the advances made by SFAM to your imagination and your quick research skills. Laggards, my Aunt Tillie's you know what Moral of the story: we are invested in workhorses of the industry and we are constantly rewarded for PERFORMANCE and not a promise of performance. Most of these so called experts have no technical background and are a joke. they rely on the questions asked by others and are force feed information from the corporate PR machine or CFO. With no real understanding of the technicals, they pontificate about these stocks and change their minds more often than a baby has their diaper change. And of course, after a conference call, you most often see two opposing views being reported back. One upgrades while the other downgrades on the same information. We are looking at nothing more than a set of cheerleaders who are not objective, given their allegiances. however, the power of their keystrokes and inane comments on CNBC can move a stock in any direction they want. That is too much power for anyone. Andrew PS - I think this is pick on analyst week since I am still fuming about the Morgan Stanley comments.<GGG>