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

To: Jay M. Harris who wrote (11212)	12/8/1997 8:55:00 PM
From: TideGlider	Read Replies (2) \| Respond to of 25960

Jay: I have follow IPEC and it seems extremely underpriced. So is DIIG and a few other small companies. QNTM is gonna bounce. They make money and get tossed because WDC has dog management. Two Qs in a row Alt and WDC have tossed all techs in the dumper. They are a disgrace. Their losses have little to do with the tech industry as they have to do with poor focus and poor management. I just saw a WDC article...they said they are shoring things up... that is so they can bring the tech sector dwon again... They are not bells for the tech sector, but can be used as handy "rope" for the M. Lynch mob.. Bruce

To: Jay M. Harris who wrote (11212)	12/8/1997 9:48:00 PM
From: Apple12	Respond to of 25960

Please deemphasize your major house short position and manipulation theory and study recent industry fundamentals. The entire sector is down 40% to 50%, not just CYMI. Semi equips are cyclical and Cymer is no exception. The market is discounting earnings reports 6 months out NOT next quarters. Members of the thread interested in semi cycle dynamics should catch my recent posts on the IPEC thread Bravo!!!!! my thoughts as well..

To: Jay M. Harris who wrote (11212)	12/8/1997 10:22:00 PM
From: Yakov Lurye	Respond to of 25960

<Mr. Akins invested for 10 years prior to realizing his first $ of profit.I hope others on this thread can demonstrate similar patience to be successful!> Patience is surely a virtue - I just hope that current down cycle will not last for 10 years <g>. Besides, in Mr. Akins's case a major portion of investment at risk wasn't his own - maybe that made it easier for him to be patient... Sorry, Jay - couldn't help myself. Your perspective is much appreciated. For those of us who have a shorter investment horizon - to my untrained eye, CYMI chart is looking considerably better now than a few weeks ago. Regards, Y.