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

To: Tulvio Durand who wrote (9152)	11/11/1997 10:33:00 PM
From: John Bloxom	Read Replies (1) \| Respond to of 25960

I guess I'm just simple-minded, Tulvio. I see it like this: everybody likes fast hardware, and this company owns a critical part of the near-term path forward to faster hardware. And all the company and industry data is just terrific. So you have to ask the question: Will people suddenly stop liking fast hardware? So that leaves the market for the stock - should we be worried about that? As for that concern, I would suggest that a cursory examination of any chart, any chart at all, over almost any 12 month period, any at all, will reveal that the market operates almost exactly in the manner of a broken clock: it's right twice: in the case of a clock, twice a day; in the case of market, twice a year. I'm glad you're still long. I'm still buying. Regards, John

To: Tulvio Durand who wrote (9152)	11/11/1997 11:07:00 PM
From: pass pass	Read Replies (2) \| Respond to of 25960

How do you see the stochastics? They are getting close to 0, so technically, the stock will bounce soon regardless fundamentals. Besides, the fundamentals have not changed. Lots of shares of IPO'ed companies are sold by insiders big time except CYMI. When was the last time you found CYMI mgnt had a major selling? The company has been doing its business for more than 10 years. I hope they've learned how to forecast (they just learned how to deal with analysts in a hard way). 40% growth means 40% growth.