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

To: blankmind who wrote (11514)	12/13/1997 3:10:00 PM
From: TideGlider	Respond to of 25960

Blankman: I see your point. I feel the same way. I just was wondering if I missed something. Thanks. Bruce

To: blankmind who wrote (11514)	12/13/1997 3:18:00 PM
From: Mr. Aloha	Respond to of 25960

Here's the Motley Fool Weekend update. They discuss Asia and Tech stocks.. fool.com I agree with their conclusion. The margin of safety increases as the stock price comes down. As long as business is viable on a long-term basis, the rate of return on investment increases with lower stock prices. You will need to load a program like RealAudio to listen - it's free. I WOULD NOT hold a position in Drive Makers, DRAM manufactures or any other commodity business that will be hurt as Asia unloads inventory. I WOULD be in companies that are unique and offer a product that helps increase profit and advance technology (Cymer etc..) There's no doubt that Nikon, SVGI, Cannon, ASML etc.. are going to see push-outs, but the question is, how long before they show up on the books? If it takes 6,8,12,24? months to ship units, sales for the next 2Q's are locked. Will matters be corrected before sales are effected? Will DRAM manufactures increase orders to increase profits? These are the questions I want to ask CYMER this week? I'm actually excited about the current opportunity to purchase tech stocks in the near future for a fraction of their long-term price. Will they fall some more, very possible. Will Cymer drop in increments of .25-.50 for a few more sessions? possible. (The lower the price, the smaller the incremental decreases etc..) Will AMAT touch the low $20's? possible. But there comes a point that prices are simply too attractive to shy away. I say bring it on! Dig up all the dirt and let the media scare the living hell out of everyone. :-) Aloha