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

To: Nevin S. who wrote (14145)	2/4/1998 5:53:00 PM
From: Mr. Aloha	Respond to of 25960

I also agree with an open forum... I believe those long should state it and those short should as well (not saying your short or anything). A rah-rah thread is uninformative. I always like to hear the good and bad so we can break it down. Aloha

To: Nevin S. who wrote (14145)	2/4/1998 5:54:00 PM
From: FJB	Read Replies (3) \| Respond to of 25960

You really should take your own advice of remaining objective. You took ONE analyst's OPINION way too seriously and went into a PANIC("in a pucker" as you put it). That's how it appeared to me. Always remember that analyst views are just OPINIONS. Sometimes, they can be very wrong, just like the average Joe. Here's something to think about next time you read an article from any publication: techweb.com techstocks.com 1) Photon Dynamics (PHTN) $6 3/8. Simply put, the need for FPD test, inspection and repair products will grow rapidly over the next two years. The Flat Panel market will blossom when it can effectively compete with conventional CRTs for the desktop and television markets. Their only real barrier is manufacturing cost and, like semiconductors, the name of the game is yield! The only way to get yields up quickly is via an effective test, measurement and repair strategy. Photon is the leading equipment supplier for this type of equipment. They have excellent penetration into the Korean FPD suppliers and are making excellent progress in Japan and Taiwan. These are the areas where tomorrow's leading edge FPDs will be manufactured. Despite the recent shortfalls, we believe Photon is in a great position to benefit from the increased production of large viewing screens. 2) I'm going to go out on a limb here and bet on Asyst Technologies (ASYT). Two years of extremely rapid growth have created inefficiencies in the manufacturing process and the delivery of equipment. The company has struggled to bring consistent profits to the bottom line but management is addressing these areas and I believe the stock is undervalued given their long term prospects.

To: Nevin S. who wrote (14145)	2/4/1998 6:24:00 PM
From: derek cao	Respond to of 25960

Re: In the future I will not post anything good or bad to this thread. Nevin, that is your decision. But we'll NOT miss your Crystal ball a bit. Your record is nothing to be proud of. My 2 year return is more than 300% and I did not feel I had the Crystal ball. I am sure a lot of other people have even better results. good luck! bye. derek

To: Nevin S. who wrote (14145)	2/5/1998 1:16:00 PM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

A very informative post courtesy of Mr. Vance on the General Lithography thread: techstocks.com Good Luck To Each And All Curly ~~~~~~^^^ [6.6] .....> [_]

To: Nevin S. who wrote (14145)	2/5/1998 6:02:00 PM
From: Cymeed	Read Replies (2) \| Respond to of 25960

<<In the future I will not post anything good or bad on this thread.>> Nevin, I for one will always welcome you to share your true thoughts and information with us, even if it may be totally contradictory to my own. For the benefit of all of us, this thread should be inclusive and informative. We should always tolerate opinions that may sound disagreeable, overly oppormistic, or over perssimistic. A cool-minded investor can only get a true picture when he or she sees both voices. One can not receive proper information with only bears or bulls speaking. We need both. To be frankly, our thread is currently on the overly joyful side. If this were a true picture of the real world outside of SI, I would think this stock might head for a short term correction. (And I hope this is not true.) In other words, this thread is not representative of the whole Cymer investment community. For those who might suspect my motives here, I have been long Cymi for quite a long time and still in this stock for relatively long haul. Regards, Cymeed