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

To: john david martin who wrote (12812)	1/18/1998 1:40:00 PM
From: Musa Goksel Bulat	Read Replies (1) \| Respond to of 25960

John If you look at all the announcements CYMI made since they went public in 96, you will find only 15 of them directly from the company and 5 of them are earning reports, another 5 is about about issuance of convertables etc and few about their pullout and explanations for it. Also they beat estimates in the fallowing order, -----q396--q496--q197--q297---q397 est--07----09----12----16-----21 act--10----13----15----24-----23 %----42.8--44.4--25----50-----9.5 While they were beating estimates with high margins they didn't make any public release at all. Why do you think they are silent because there are some bad news. I think they are only concerned with running their business and they have been quite succesfull in just doing that. I wish they were more active in promoting the stock but so what. As long as there are computers (which will have faster cpu's) and there is not a new breakthrough technology there will be demand for CYMI products and this demand is just picking up. IMHO right now there is a big buying opportunity, but this insane market can take the stock further down making CYMI investors more nervous. Musa

To: john david martin who wrote (12812)	1/19/1998 4:05:00 PM
From: cardiologist to be	Read Replies (2) \| Respond to of 25960

you, unfortunately, like me have the same goats to blame for a miserable end to 1997. namely cymi and apm. do you think apm has any prospects of regaining profitablity? after buying in at 33, i sold at 23 so i didn't ride this dog to the bottom. i am wondering if 10 or 11 is the bottom, and if it may be worthwhile to pick it up for long term potential (greater than 12-18 months) for that kind of time frame, apm would have to hit 20 for me to be interested. i suspect that this dog will languish at least till 1999 in the low teens. any other opinions?