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

To: Darryl Olson who wrote (9470)	11/13/1997 5:13:00 PM
From: Tulvio Durand	Respond to of 25960

I think today was the bottom, unless Saddam does more than rattle his sabre. We may see yet another selloff late Friday, as traders don't want to be exposed to the weekend confrontation with Saddam by way of U-2 flight scheduled for this Saturday. If Saddam shoots his missiles at U-2 be assured that US will launch strike that will include, at a minimum, cruise missiles and possibly F/A-18 aircraft and maybe even F-17 Stealth aircraft. If Saddam manages to down an aircraft or two, and captures pilot(s), then we'll be in the quagmire all over again. Cruise missiles alone would be a lot cleaner, but wont do the job. Tulvio

To: Darryl Olson who wrote (9470)	11/13/1997 5:17:00 PM
From: Gary Hoyer	Respond to of 25960

Finally pushed BUY at 18.75 for my final avg down. Here's my reasoning for my actions today: 1. BUY LOW. 2. BUY LOW. 3. BUY LOW. In all seriousness, how many of us ever dreamed this stock would be trading in the teens. I remember posts calling it a SCREAMING BUY in the 30s. Well, we are close enough to that mystical bottom for me. As I have said before, I think history will prove this was the best time to have bought this stock since the IPO. I have accumulated the number of shares I wanted and have lowered my average by $2.50/share. Now it's time to tuck them away and get back to my real job. A year from now I'm going to be a very happy camper. Cymer is just too good of a company for its stock to be going off in left field for very long. Good luck to everyone, Gary.

To: Darryl Olson who wrote (9470)	11/13/1997 8:58:00 PM
From: Mason Barge	Read Replies (1) \| Respond to of 25960

<<Let's just hope it's not a "dead cat bounce.>> Nah, not a chance. It found some support at a level relative to the industry and came up with the rest of them. Cymer's got some legs midterm and even the hottest short knows it. This just isn't an industry or a company in big permanent trouble. Valuation is more a question of how fast the product finds an end user, not whether the market is there. If you want to test Cymer's relative strength on a day to day basis, keep an average in the industry, or pick out a strong volatile player, maybe an automation stock like PRIA or ASYT. It may seem odd that Cymer is even more volatile than the DUV stepper stocks, but they all have other businesses, while Cymer's near-term earnings are pretty much a pure play on DUV litho installation.