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

To: Rustam Tahir who wrote (24341)2/26/2000 4:21:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 25960
 
With all of the talk of CYMI's potential on this thread, I for one am disappointed with their performance. A true monopoly will have margins, both gross and net, significantly above CYMI's. Even AMAT has greater GM's than CYMI and they do not own market share in any of their served markets close to CYMI's ~90%. I am going to give them time since we are early in the cycle, but as of yet, I am disappointed.

BK



To: Rustam Tahir who wrote (24341)2/27/2000 12:19:00 PM
From: jghutchison  Read Replies (1) | Respond to of 25960
 
That's total nonsense. Look at the chart. Remember the ML downgrade. Boy that really took the stock down. Analyst comments only have a short term effect, and quickly wear off. In the case of the ML downgrade, about 5 minutes. The fundamentals drive the price over the long term and the technicals over the short term.

Jack Hutchison


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