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


To: Zeev Hed who wrote (24683)4/12/2000 10:25:00 PM
From: Grashopper  Respond to of 25960
 
Thanx for info.andfor clarity......fwiw i think tomorrow will be a good cymi and semi day............it is hard for me to totally comprehend mob behavior and why one co or sector cant have good earnings while other sectors lag......today it was a across the board panic attack.......tomorrow is another day with 50/50 being better odds then Vegas.......btw i was impressed with cymi's low volume today indicating a lot of keepers .......compare with the likes of Plab where volume was manytimes average



To: Zeev Hed who wrote (24683)4/12/2000 10:32:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 25960
 
Zeev,

It may be time to reestablish your positions in the sector.

I just finished listening to the GSNX call. As you probably know, MTSN is now acknowledged as the Strip market share leader. Yet GSNX has continued to report sequential increases in Revenues, earnings and bookings.

And even though it filed an S-3 Monday, Jay Deahna managed to drag out an affirmation that GSNX expects sequential increases in bookings to continue at least through the next quarter.

IMO, for a non leader to see this much strength in demand, the sector is healthier than it's ever been. ...and is likely to stay that way for some time to come.

Unfortunately, I'm mostly out of the sector.

But that could change. ;-)

Ian.