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

To: TideGlider who wrote (13906)	2/2/1998 4:32:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

TG, I suspect it is simply profit-taking on the recent run-up. Most likely some skittish investors ready to take the money and run. Increasingly, CYMI is being held by new investors looking for some big appreciation from here and longer term investors who have been through hell and are now clutching their shares so tightly that their hands are purple. After the conference call and the upgrades, I think the sentiment shifted significantly toward the positive. We may still shake out some of the remaining weak hands, but there is a very positive long term forecast. And there are those shorts. I'm feeling pretty good about where things stand. If it pulls back, I'll plan to get more. Baird

To: TideGlider who wrote (13906)	2/2/1998 4:32:00 PM
From: Elroy Jetson	Respond to of 25960

Why the poor performance? Perhaps your expectations are too high. Cymer was recently a $14.50 stock. That's a 17% gain. Confidence willl build slowly. At some point it will catch fire and soar, but that's a ways down the road. I've made a lot of money recently on Oracle as people regain confidence in this blue chip company that is long over-due for a major upgrade in their primary database product. Investors regain confidence in bigger-safer companies first and then favor smaller cap higher risk vehicles like Cymer as confidence grows.

To: TideGlider who wrote (13906)	2/2/1998 5:01:00 PM
From: BlueCrab	Read Replies (1) \| Respond to of 25960

TG -- No big shakes in the small-caps today; lots of large cap movement. Still lots of uncertainty, and that translates into defensive stock purchases. If the big boys continue to move, the small- and mid-cap brethren will have to follow. BTW, after overdosing on the Asia thing for the past six weeks, I get the feeling that the only real panic left is in the currency markets - equities analysts seem to be crawling back off the ceiling (albeit at a very slow pace). Lots of reccos for small- and mid-cap concentrations. Jeff