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

To: Robert Douglas who wrote (24428)	3/14/2000 12:43:00 PM
From: Backfill	Respond to of 25960

Robert, That may be just what the stock needs to get it to the 78 - 85 area. I consider it from time to time... But it seems to me, this is not the time to do this. With earnings right around the corner, the equipment sector with a "real" blowout quarter all ready in the bag. It just doesn't seem the SEMI_EQUIP_MANU will go down that bad at this time. I could be wrong Jeff...

To: Robert Douglas who wrote (24428)	3/14/2000 1:54:00 PM
From: ScotMcI	Read Replies (2) \| Respond to of 25960

If CYMI was one of the high-flyer stocks whose valuation is based on swamp-gas, I'd probably agree with you. However, they have genuine earnings, and sales predicted by a conservative company management to grow at a very strong rate. If the NASDAQ as a whole tanks, I don't see CYMI getting punished too badly or for too long. I think the worst that might happen is that it might not attain the larger earnings multiples we've all hoped for. That said, if you're overweighted or nervous, lightening ship a little might be a reasonable thing to do, peace-of-mind wise.