Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Steven Angelil who wrote (8676)	11/7/1997 1:22:00 PM
From: Emile Vidrine	Respond to of 25960

Dow Jones confirms: DJ 13:05 [INTC] Intel maintains 4Q guidance at meeting DJ 13:06 [INTC] Intel maintains 4Q revs will be slightly up vs. 3Q DJ 13:07 [INTC] Intel maintains 4Q gross margins flat to slightly up vs. 3Q DJ 13:09 [INTC] Intel says 98 R&D shouldnt decline vs. 97 DJ 13:11 [INTC] Intel says near-term demand drops in some SE Asia countries Great News (Courtesy of Jeff Mills)

To: Steven Angelil who wrote (8676)	11/7/1997 1:50:00 PM
From: Paul Dieterich	Read Replies (7) \| Respond to of 25960

Steven, Well, I guess I've been flamed. But I'm not sure why. You suggest I should stop posting articles including information "everyone knows." Is that true? In the recent past I have posted articles (not my own opinions) about things that have been major concerns on this thread: ---Why Asian currency problems will probably not affect tech stocks as much as was at first feared. ---Why companies with chip fab's must convert to higher detail manufacturing to remain competitive. ---How .25 micron architecture chips are vital to the greater success of whole new product lines. ---How Gordan Moore himself is worried about stepper tech only past .18---and that is years away---meaning Cymer is not to be threatened by EUV for a long time. ---How the adoption of .25 architecture is somewhat responsible for the recent turmoil in the chip fab market (turmoil which is good for Cymer, of course). Etc. etc. There are plenty of people on this thread who focus their energies on moment to moment Cymer share price fluctuations, and the stock's technical behavior. That's fine---maybe they're traders. I however am a long term fundamentals investor. I read about 35 net publications a day. If I find anything that concerns Cymer's business prospects, I post it to this thread. I do this mostly for other LT investors with a long term outlook, who are wondering if the background industry fundamentals have changed recently. Furthermore for those----and this is important----considering becoming LT investors in Cymer. Don't forget, until we get more people liking and buying CYMI, the price isn't going anywhere. But, I'll make you a deal---if I get more responses like yours, saying that I shouldn't post fundamental background articles to this (for me at least highly valuable) thread, I'll stop. No skin off my nose. Best regards, PD