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

To: fedhead who wrote (5873)	10/23/1997 2:07:00 PM
From: PAinvestor	Respond to of 25960

I mean we are looking good. 1) We have had no evidence of insider selling by the people who know the business best since the stock fell and 2) We have had two related companies specifically state in their earnings releases in the last two days that the move to DUV/sub 0.25micron processes has been a major driver to their earnings. What this says to me is that the single most important macro factor behind CYMI's earnings growth has been confirmed and that the strength is continuing. These two releases have lessened some of the concerns I had about the pace of the switch to DUV. Which means I am happy holding Cymer from a fundamental point of view regardless of whatever today's number will be. PAinvestor Oh by the way, check out TER,UTEK,KLAC,ASM,LRCX. CYMI is looking fairly good in terms of relative decline, wouldn't you agree?