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

To: TideGlider who wrote (11014)	12/4/1997 10:37:00 PM
From: olduvai5	Respond to of 25960

Yo! I can see you are stressed about this. The 2 big problems I see are the uncertainty about forward earnings and the lack of hard info about CYMI's warranty situation. They took a pretty good hit - not unexpected with a complicated product and an aggressive manufacturing ramp up. Every one seems to be saying that's now under control and I certainly don't know any different. It IS a mystery to me why they keep getting hammered. I bought when I thought they were oversold, that was at $24. I bought again when I thought I was stealing it, that was at $20.5. It doesn't matter what happens to the general market, if you want to make +256MB DRAMS or small die uprocessors, you have to have .25 micron process. That means you have to buy DUV. That means CYMI. South Korea and Taiwan could fall into the ocean, you still have to have DUV! Our day will come... olduvai5