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

To: Darryl Olson who wrote (5716)	10/22/1997 5:42:00 PM
From: Ian@SI	Respond to of 25960

Darryl, You're as bad as the other rumourmongers. We don't have any tanks in North America that work. ... and only about 3 or 4 helicopters which may not be flightworthy. We've got some APCs but they're probably busy at Oka or along the Quebec border. ROFLMAO WTRDMC Ian. The latest rumour is that Canada is still pissed that Wayne Gretzky defected to a US team. As we speak their tank is rolling toward our border. The pentagon is nervously analyzing this development.

To: Darryl Olson who wrote (5716)	10/22/1997 5:48:00 PM
From: John Bloxom	Read Replies (2) \| Respond to of 25960

Lighten up, everybody. Here's a stock with a 40% 5 year growth number (with a patent portfolio to protect it) trading at 28 times a forward estimate that has been cut from $1.10 on the strength of a rumor about fused silica that has been found completely bogus. Management shows every sign of being a class act. All technical commentary is consistent with the thesis that the company owns something close to a 4-5 year monopoly on production grade DUV subsytems as well as the thesis that DUV is the only technology that will reach production grade within that period. It doesn't get much better than this, folks. Absent introduction of substantial issues not now visible, I therefore really don't care what the earnings tomorrow are, and I suggest that others ought not to care either (my former comment about dog food having been in jest). I'm a buyer here and below, and a seller somewhere north of $100.00 at some point in the future when the valuation begins to run away from the earnings. Between now and then, I plan to be an owner. I like being an owner. It requires little effort, and it's where the real money is. BTW, anyone have an opinion on which company, after CYMI, will benefit the most from the move to DUV? Any opinions on DPMI in that connection? ETEC? CYMI is only the first wave to hit this beach, IMHO. Regards to all, John