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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (3440)	11/12/1997 9:28:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

Robert and Sam: I fully understand what you guys are doing. I prefer to deal with the present reality of things and those readily forseeable. You need to have a rationale to do the discount model in my opinion. I don't see one here except an assumption that CYMI will lose market share. You don't see me arguing about the possibility that CYMI may gain market share over and above its 80% and that this should be accounted for in any valuation analysis? Perahps we should also consider the possible aquisition by CYMI of Coherent in the model as well. I'll bet Sam likes this idea <g>.