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


To: Czechsinthemail who wrote (11880)12/23/1997 5:59:00 PM
From: Mr. Aloha  Read Replies (2) | Respond to of 25960
 
I second those thoughts.

I believe a lot of this is tax-loss selling and lack of volume meaning shorters can gain ground, they know it.

My only concern or question regarding earnings right now will be the impact of currency devaluation. I wonder how well they hedged against this? I know they do.

Aloha



To: Czechsinthemail who wrote (11880)12/23/1997 7:43:00 PM
From: diana g  Respond to of 25960
 
Well Put, Baird!

Also add in the large Short Interest which will add bounce.

Best Regards,

diana



To: Czechsinthemail who wrote (11880)12/23/1997 7:56:00 PM
From: Elroy Jetson  Read Replies (1) | Respond to of 25960
 
Compare Cymer selling at 15x 1998 earnings with Intel selling at 17.5x trailing earnings.

This means people believe that Cymer's potential is as valuable as Intel's.

I don't think this provides a lot of evidence for Cymer being singled out as being over-sold relative to the Tech sector.



To: Czechsinthemail who wrote (11880)12/24/1997 5:54:00 AM
From: Toby L. Toth  Read Replies (1) | Respond to of 25960
 
Baird,

Getting paid could be a "big" problem. South Korea needs a 10 billion dollar loan to make ends meet for the month end of December. We need to keep a close watch on accounts receivable.

Toby