Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Czechsinthemail who wrote (11735)	12/19/1997 2:28:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

With SOX unable again to break the 262 level, any short-term upside looks limited to me. CYMI is a "pure play" stock - it will outperform the sector once the trend turns positive, but for now it is falling somewhat behind larger companies. CYMI/AMAT price ratio has drifted down a bit. Overall though, not a bad day so far...

To: Czechsinthemail who wrote (11735)	12/19/1997 2:47:00 PM
From: Cymeed	Respond to of 25960

My thoughts on MU and other semis/semi equips: While MU is having hard time battering against falling DRAM price, but investors are looking forward - beyond the current difficulty. S. Korea's dumping was the major problem before. Now with S. Korea under IMF scrutiny, their irresponsible pricing policy might change somehow in the future. This would be great news for the whole sector, and semi equip as well. I know how this thread feel about analyst. However, I for one feel Goldman's upgrade of MU might actually have some merit behind. Coped with good SOX performance today, the semis and semi equipment might see a turn aroundsoon - but it's way to early to tell. Good luck, everybody. Stick to Cymi can't lose more than several us who choose to play with Depo ! Cymi is a regitimate investment choice.