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

To: IRA ZOHN who wrote (6054)	10/23/1997 6:22:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 25960

IRA. i'd look for an update tomorrow or next week. i spoke with their office today and they continue to rate CYMI as a buy (Cathy Kangas). they don't always catch the earnings of their companies on the west coast since their announcement is recorded after market close eastern standard time between 4-5pm. forget the hotline. i use it to determine what he's selling, not buying. his return year to date is 11%. after paying the SEC fine he's probably more reserved now. he did okay on LBOR as of late, but consider his overall return.

To: IRA ZOHN who wrote (6054)	10/23/1997 8:17:00 PM
From: TideGlider	Respond to of 25960

All: I think we have to understand that CYMER is not a large cap stock. That is not to say that it's potential is not incredible. What I mean to say is that we cannot expect coverage as if we were FORD MOTOR. However, we can expect the high rollers as well as others to dive in now. Just as they had before. Appreciation has little to do (as many of you have noted) with the size of the organization. It has to do with the potential. Boeing, for example has incredible potential, yet due to merger/growth related reorganization cannot immediately tap it's potential. It gets full coverage due to it's enormous size and incredible market share. Within the next 18 months many feel it will triple in size. The difference between CYMER and Boeing is that we comand more market share and can deliver. I would assume if Cymer can deliver for the next year it will increase much more than 3X. Industry is not quick to commit a significant % of it production to untested design or even new designers of tested materials. The difference between Boeing and Cymer is: We have the market share and we (they) can produce at an sequential growth rate. :) That means that in a short time CYMER, will have achieved a similar position as has Lucent. Phenomenal growth and reliability. Excuse my long winded indulgence. Be prepared for those that are suspiciously missing in these recent posts to resurface with renewed enthusiasm. "They sold their puts and are long" and those that claim to be "pleased with the results, but have reservations of "(you name it)! They will be here soon because the trap is snapping. If anyone here didn't notice the short interest as posted by Flickerful a few hours ago it is substantial and that is after the window dressing prior to reporting. With normal short interest so high and considering "naked shorting" (always happens) which occurs at times due to the fast paced activity, there are so many that desparately need to buy back in. Don't believe it only happens with junk stocks. Many gaps are caused by overnight short covering. Some people are embarassed to call their broker and tell them to place their stocks in a cash account. They don't want to feel like a penny stock amateur. However the demand for stock that is disappearing is not a one for one phenomena. It actually increases geometrically for a time. Everytime one covers, another is "out". The market is looking for this and of course the price goes up. Others are buying the stock for long or sh-term at the same time. Ever been to an auction? Well then you know what happens when there are more than a couple bidders. It can be overwhelming. Great news....I admit I was avoiding everything and finally got home and began to read the posts of all the wonderful people here on this thread. I only wish I could contribute near as much. Bless you all and take a well deserved deep breath! It has been nearly two months!!!. I bet many of you prayed. I did! "Never found an atheist in a foxole" Best regards Bruce PS: GO CURLY! Did Katie bar the door yet? I refuse to proof read and correct... :) sorry