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


To: flickerful who wrote (5820)10/23/1997 7:34:00 AM
From: H.J. Schellenberg  Respond to of 25960
 
Thanks to all who posted FACTS to help us "keep our eyes on the prize". I think of things in black or white; my analysis of this situation is as follows:

Management has given no indication of a negative surprise or problems in manufacturing/performance of Cymer lasers.

THEREFORE, one of the following is true:

A - Cymer CEO is a LIAR. He knew about a bad report/problems, didn't tell, and made every attempt to mislead his subordinates, shareholders, and analysts.

B - Cymer CEO is a FOOL. He didn't know a bad earnings report without a pre-announcement would kill the stock, destroy credibility, alienate the underwriter, result in shareholder lawsuits, and reduce the market value of his company.

C - Cymer CEO is HONEST. Earnings will be no worse than .21, probably better, and all rumors of the company's demise were the result of ill-informed analysts, Japanese protectionists, and short sellers.

I Picked "C", because I have never heard/observed anything to indicate "A" or "B" is true. In fact, I have seen every indication that "A" and "B" are NOT TRUE.

End of Story. Period. Have a nice Cymer day. Demons be gone from this stock!



To: flickerful who wrote (5820)10/23/1997 9:39:00 AM
From: Curlton Latts  Read Replies (3) | Respond to of 25960
 
flick:Little CYMI up there with Intel, Microsoft on short interest list

You talk about an overdone short interest - a little thin float stock like CYMI. We're talking about some NAKED (oh my god) short interest here. No wonder all the subterfuge and *wrong* propaganda- these guys are stuck and they know it. All the upward revisions in earnings followed by continuing upside actual earnings surprises eventually will break this logjam and POW - she'll ratchet up an eight step. On the other hand on any large volume down days they'll be looking to cover so you shouldn't see much weakness from these levels.

Good Luck To Each And All

Curly

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