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

To: Starlight who wrote (11343)	12/11/1997 1:16:00 AM
From: sepku	Read Replies (2) \| Respond to of 25960

Just like I said: "Cymer seems to be priced completely in ignorance of its fundamentals and future potential." Which is exactly why CYMI is one stock I needn't follow day to day...it's value will be reflected in its share price within the next two Q's. You're right about the market trading on tax-selling, Asian fears, etc. All of which are factors out of our control. But this was apparent to me 6 months ago...I'm glad I day trade half my capital and my margin -- liquidity is wonderful in such a market, and the volatility is a dream! But when it comes to CYMI, I simply wait... Now the networkers, those are stocks that must be followed on a daily basis! Style Pts.

To: Starlight who wrote (11343)	12/11/1997 8:40:00 PM
From: Cymeed	Respond to of 25960

<<The market is not trading on fundamentals and potentials>> I personally believe the overall market is probably over valued, with "blue chip" stocks like KO and GE trading 30 plus PE, with only 10% or less earning growth. I have heard people has cut 1998 S&P earning growth to 8%, which certainly smells blood for the whole market (S&P 500 still has a PE of 20 plus ?). This is an unfortunate news for every longs. But the good news, IMO, is the market will look for new leaders in the next wave of running up. The bull market is not die down, people still buy stocks for 401k and retirement; bond yield will drop to so low that investing in bonds will not make sense any more. There are plenty of cash sitting on the sideline when every body is yelling "the sky is falling." I believe a lot of money will come back to stocks - to those stocks has good earning and growth potential .When the money does come back to stocks at some point of time, CYMI can and probably will show the world her true face - a near monopolic company with near-term explosive growth potential. And it might become a market leader ! The situation right now is a little similar to the middle of 1996 when I heard an "expert" on CNBC told a caller from "Buy Sell and Hold" program that, Intel was not a good buy. Intel was trading at $57 that time (before split). I listened to that expert at the time, despite my instinct told me "intel inside" made sense, and I missed a golden opportunity. Now I know sometimes experts can be deadly wrong. An indiscriminate sell across the board can be deadly wrong too. Well, I know Cymi is not the same as Intel, but I still hope the growth potential and earnings growth beyond 3~6 months will pull us out of this slide. It is my belief in Cymi likely becoming the next market leader that I am not going to sell this baby even if it drops to $10. Instead, I might hold on to my shares now and buy more on the way back up. Good luck to all