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

To: Jay M. Harris who wrote (6370)	10/24/1997 6:52:00 PM
From: Steven Angelil	Respond to of 25960

Jay, let me be the first to tell you, that was a truly moronic post. Good luck. Steve

To: Jay M. Harris who wrote (6370)	10/24/1997 7:07:00 PM
From: Tim Bagwell	Read Replies (2) \| Respond to of 25960

We need to stay informed on all potential scenarioes so don't worry about being flamed for what might be an unpopular view. I, for one, sense that you could be on to something here but I'm not ready to believe it. The market normally projects out some 6 months or so. If the current down trend that is occuring in INTC and AMAT is related to this down cycle then it could be indicating a major slow down ahead for the industry.

To: Jay M. Harris who wrote (6370)	10/24/1997 10:37:00 PM
From: Stanley L Brown	Respond to of 25960

Jay, Did you get called out today on margin? :( Happy Trading Stan

To: Jay M. Harris who wrote (6370)	10/25/1997 4:45:00 AM
From: Noneyet	Respond to of 25960

Jay, I've read with interest your comments regarding Cymer and it's loyal investors. Possibly an unloyal investor can respond to you and elicit an answer ? In your post that I'm responding to, you state "' This may be my last post on this thread! I just want you all to be aware that CYMI's EPS will peak after the next 6 months and that the shares will trade down with the downturn in the equipment group. This is a controversial call, but I have assigned a high probability to my conclusion! This board is entirely too Bullish for me to post any further negative news. Should you be interested in the current down cycle, follow my posts on the IPEC thread." Below, I've linked a post from you on the IPEC thread which you refer Cymerians back to for your analysis on the semi-equipment stocks ( I assume ). exchange2000.com I do have questions, and I will list them below. Perhaps you care to explain your theory in greater detail to the loyal Cymer bulls. 1. I agree as does the market that the semi-equip. stocks future is uncertain. However there is a constant, almost to the person, all agree that the future for semiconductor manufacturers is in the ability in reduction of the chips size with added capabilities, correct ? 2. If that is correct, where do you see the slowdown for Cymer ? 3. Semi conductor's are used in many more applications than PCs. If the industry is ramping up for reduced size and added capabilities, in many different applications, what effect will that ramp up have on Cymer ? 4. If you see Cymer as a leader in this new generation, where do you see the pitfalls for the company ? 5. Are you bearish on the semi-conductor industry in general, and if so, do you believe that technology will take a giant step backwards in the near future ? 6. If you are not, do you feel that Cymer will lead the way in the manufacturing of semi-conductors ? 7. Will competition be allowed to catch up with Cymer in this downtrend and overtake it ? Or will EUV be brought to market prior to DUV becoming the mainstay, and thus eliminating a step in Moore's law ? I have one more question in conclusion, was your post above IYHO ( in your humble opinion ), or do you have information which at this time you chose not to share with the Loyal Cymer Bulls ? By the way, I don't think my questions are beyond a response from you, as I do think you left much to be desired in your original post. And my opinion for what it's worth. If this sector is experiencing a lull, downtrend or going backwards, Cymer and it's lasers should lead the way to a recovery. For as I'm sure you know, the world will come to an end within five billion years and we need a solution now. Cymer is one step in that equation at this moment. Best Regards, Tom

To: Jay M. Harris who wrote (6370)	10/25/1997 4:46:00 AM
From: brasilbound	Respond to of 25960

<<To all Cymer loyal Shareholders: I'm aware you will all flame me for the following post. I own CYMI and will buy more in the high teens. This may be my last post on this thread! I just want you all to be aware that CYMI's EPS will peak after the next 6 months and that the shares will trade down with the downturn in the equipment group. This is a controversial call, but I have assigned a high probability to my conclusion! This board is entirely too Bullish for me to post any further negative news. Should you be interested in the current down cycle, follow my posts on the IPEC thread. However, go back 30 days to get a broad and detailed perspective. I will not engage in any arguments over this issue. Should you disagree, don't flame me and Buy More. Frankly, learning the hard way is the best way over time...>> Jay, Your post was very useful...thanks for all that info. Let me guess, you're in school studying effecting writing. Keep up the hard work.