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

To: Mr. Sunshine who wrote (25816)	7/23/2003 7:59:18 PM
From: TI2, TechInvestorToo	Respond to of 25960

I have same problem as you (too much to do!). The previous post I would agree with it. The q+A is quite long with important analysts. They are handling it well. Pointing out they are well positioned (higher % of steppers are duv this upturn). Jay Deana asked good question about duv utilization vs industry as a whole. Ans-more utilized. This means strained. I think the interpretation (based on subsequent upgrades) is that the upturn is near and real. People are holding back because of last year false start-so pentup demand. Thats my sense of it. I still think/expect/hope a buying opportunity 2-4mos from now. cheers ti2 ps-see my post on wennerstrom about semicon Message 19127302