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

To: TideGlider who wrote (6524)	10/25/1997 5:31:00 PM
From: Steven Angelil	Read Replies (2) \| Respond to of 25960

Let's see who would I put my money with? Fleckenstupid, who would have sold short tech in the early part of the year, or with Smith, who would have bought semi during the last panic? Hmmm....Hard choice. Regarding CNBC, I did not know that people had to pay their way on. Can anyone else verify that? If Fleckenfluff was/is so sure that the tech market is going to crash, why doesn'the just load up on S&P Puts? If he is so sure that the whole tech sector is going to crumble, wouldn't it make since that the entire market would do the same? He is a moron-just waiting for a market crash for the past several years. Instead of breaking even(what he has done this year), he would have been much better off by simply going long the same stocks he was shorting. Regarding his Cymer comments, who besides me thinks that the comments were taken BEFORE the earnings announcement? He would be a FOOL to say what he said after reading the earnings press release. Oh, unless he thinks Cymer's mgnt. is a pack of liers too. GIve me a break. Steve

To: TideGlider who wrote (6524)	10/25/1997 6:32:00 PM
From: Apple12	Read Replies (2) \| Respond to of 25960

I read that article as well I fell off my chair when he started talking about lightbulbs. What an %$#@@@@ he is. Sure seems like a good idea to be better informed on the type of lightbulbs you short. I also loved the Tiki Torch simulators, you described are they available at Target yet or is that strictly a Saks fifth Ave product. Q: Is that a wrap? A: I'm short one other little company, Cymer. Symbol CYMI. They make UV bulbs that go into semiconductor lithography equipment. The story was that they had a very sexy laser and no competition. But it turns out that they do have competition, and their customers are having some problems. Now this isn't a huge market to begin with, and Cymer already has made enough bulbs to supply it for quite some time. Their business is just going to stop. Yet at nine times revenues it has a $1 billion market valuation. In any other environment, the stock would be a teenager already. [It's around 28.] It's a great story. Even its investment bankers have dropped their recommendations.

To: TideGlider who wrote (6524)	10/25/1997 8:53:00 PM
From: John McCarthy	Respond to of 25960

Bruce It is no coincidence that short positions in Cymer and Intel are up dramatically and coincide with a 'we're all going to hell outpouring from Barrons' For the record, I am an avid Barron's reader. So .... If Cymer (the company) pays attention to this thread, and this is a very intelligent thread, then I implore this thread to have management talk up via business press releases BOTH their backlog and all new orders they receive. My reason:no one more than Cymer itself, can IMPLODE the current short position. And that action itself, i.e. a pro-active move on the part of management/ownership , will send a warning to people whose sole purpose is to manipulate. Regards, John McCarthy