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

To: Nevin S. who wrote (13897)	2/2/1998 2:10:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 25960

Nevin, Looking at the half full side of things, remember that during the conference call they said that the general trend was for the DUV integrators to be raising prices. That lends some circumstantial evidence to the idea that demand is relatively strong. While there may be some lumpiness around when they take delivery on lasers, as long as they continue to sell DUV machines they will go through whatever inventories they have and buy more lasers. Baird

To: Nevin S. who wrote (13897)	2/2/1998 2:22:00 PM
From: Elroy Jetson	Read Replies (2) \| Respond to of 25960

Cymer is finally trading in line with other semi-con equiptment stocks, such as Applied Materials. Up slightly more percentage wise than Applied in today's up market as you would expect comparing a small and large firm. Cymer's agressive kick in the teeth to Shorts have fixed its problems. Cymer is no longer a broken stock. I would presume it's redundant for me to point this out, but your posts seem to have missed this basic fact. Yes, the semi-equip recovery might be delayed, but this is a problem for all stocks in the sector. It's not Cymer specific. Basically there's not much more than 25% potential downside in this group and easily greater than 100% upside. It's time to invest now. Hold some cash in reserve for buying opportunities like I do, but invest now. After buying Cymer only to blow it out quickly several times, I now have a net profit on all Cymer trades, and we're still not back up to 19 1/8 where I last sold it. Things look good from here.