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: Pierre who wrote (13298)	1/28/1998 5:21:00 PM
From: FJB	Read Replies (1) \| Respond to of 25960

Pierre, RE:Am I correct in assuming the number to watch is backlog? Backlog should go down, because of Korea(the pushout of the ASML/Hyundai order and probably a couple more which should be priced into the stock). They just need to be something better than cautiously optimistic in the CC for the stock to move. Regardless, this is a quality, profitable company and this will be reflected in the stock price sooner or later. Anyway, the stock's a bargain if you are looking past tomorrow or next week or next month. IMHO, Bob

To: Pierre who wrote (13298)	1/28/1998 5:57:00 PM
From: Elroy Jetson	Read Replies (2) \| Respond to of 25960

And quite a one day move it was indeed! Up almost 1/4 point. The upside is far greater than the downside and I expect decent earnings if not a small upside suprise. But in the near term if the stock doesn't rally after earnings it will certainly fall. I think there are a lot of people who will bail on Cymer if the stock doesn't rise on decent earnings. That should proovide an excellent entry into a long-term position in Cymer.