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

To: Zeev Hed who wrote (24807)	4/26/2000 11:51:00 PM
From: sepku	Respond to of 25960

Zeev...do you, or anyone else, have the ability to see todays tick-by-tick buy & sell volume of our "RODNEY DANGERFIELD". i am able to view all the activity but am unable to tell which side the tranx. are on. the largest block i viewed was around 67+K, i think around mid morning, and then down to a 27+K block and a few more in the mid teens. several 10k blocks and it looked like about 97% or so (swag) were all small trades. stampeed of lemmings?? (i'm more like a deer caught in "headlights";-{) instatutions still holding? collecting????? h e l p ! ! ! ouch!!!!!!!!!! cheers

To: Zeev Hed who wrote (24807)	4/26/2000 11:54:00 PM
From: Ritz	Read Replies (1) \| Respond to of 25960

Zeev: Re:"When good earnings no longer increase valuation measures, then it is the beginning of a scaling down of valuation models." All too true. As we begin to approach the cycle peak...or at least as people begin to think we are approaching the cycle peak, multiples are going to collapse across the whole sector. Historically, I can recall that a lot of companies fell all the way to single digits. Personally, I think we have a long way to go before the peak, but then again for most of the sector we have an even longer way to go before we reach single digit p/e's! As for Cymer, I am just not impressed with 27 times annualized earnings. I see alot of good companies in the sector trading well below that with btb's and sequential growth that blow away CYMI's latest results....why should I buy CYMI over EGLS or KLIC or SVGI? It's more than just a question of stupid analysts. -Ritz