SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Curlton Latts who wrote (7317)10/30/1997 10:49:00 AM
From: Gerald L. Kerr  Read Replies (4) | Respond to of 25960
 
Another comment on Fleckenstein and Barron's.

Fleckenstein: "I'm short one other little company, Cymer. Symbol CYMI. They make UV bulbs that go into semiconductor lithography equipment."

A few people have pointed out that within the industry the DUV eximer lasers manufactured by Cymer are referred to as a "bulbs"...so that Fleckenstein's use of the term really isn't a vicious putdown.

Wrong!

Consider the audience: Fleckenstein's comments aren't intended for people knowledgeable in the industry. His comments are directed at the weekend investment warriors who take Barron's as gospel and who have no idea what an excimer laser is nor the technical sophistication required to manufacture these devices.

For this audience, to refer to Cymer's lasers as "UV bulbs" would conjure up the image of something simple like the UV bulbs these good folk might encounter down at the local tanning salon.

So Fleckenstein's terminology is both vicious and cleverly chosen so as to avoid legal difficulties.

My opinions only,
Gerry



To: Curlton Latts who wrote (7317)10/30/1997 11:44:00 AM
From: Shakush  Respond to of 25960
 
<I'm an investor in a Company, not a trader in the make believe.>

Curly, Brilliant. We ought to post it in boldface every morning.



To: Curlton Latts who wrote (7317)10/30/1997 12:18:00 PM
From: Noneyet  Read Replies (2) | Respond to of 25960
 
Curly,

I agree with everything you wrote in the post I'm answering. However, I can't agree with your comment that if the price doesn't rise, so what. I bought Cymer's stock in the hopes it would appreciate, and sooner rather than later.

Curly, I think your far too intelligent to feel that arguing with the market's logic is wise, and that's the only point I tried to make in my original post. In case you missed my final sentence, again, I hope the market proves me wrong immediately. Good luck to all.

Best Regards,
Tom