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

To: Cymeed who wrote (11622)	12/17/1997 1:03:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

Cymeed, Nice to see you here as well as on the DEPO thread (another deeply undervalued stock for true believers). I think the semi equip stocks have been severely oversold due to Asian concerns and CYMI has gone down with them. You are likely right that we have seen an exaggerated response as fund managers have chosen to "sell first and ask questions later". But CYMI has been in the enviable position of being in a pretty heavily backloged must-have part of the business. The recent strengthening of Asian markets and currencies will facilitate semi-equipment purchases that would be necessary in any case. If I didn't have every free dime committed to DEPO already, I would definitely be buying more CYMI here. Baird