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

To: TideGlider who wrote (14224)	2/5/1998 7:15:00 PM
From: Edward A. Fitzpatrick III	Respond to of 25960

Tideglider is right. CYMI is still only half of what it was last summer and the story remains intact with the exception of the inventory work out and the Asian Contagion(which I believe is de minimus). Time to sit back and enjoy the fireworks. We all deserve it if we sat through the "fall". The way I see it, if it goes to thirty I hold. If it goes to 15 I hold and buy more, so what difference does it make? The main course has yet to be served. I will not part with a single share until the main course is served. I believe this will be between 1999 and 2005. Traders will make some money and some will lose. There is ALWAYS a great trading stock in play. CYMI, however, is one of those rare "One decision" stocks that comes along once in a blue moon. The real winners on this will be the ones who buy and hold for so damn long that it hurts. Then it will be time to pay off the mortgage and buy the mercedes and hit the links. I would add to my bullish hyperbole by saying that this is only my opinion, and I value the opinions of those 180 degrees from me. People who ignore or ridicule the bears or even the anxious bulls do so at their own risk. I remember the board in August and we could have used a few more bears back then. Sign me: CYMI millionaire 2007 EAF III

To: TideGlider who wrote (14224)	2/6/1998 11:03:00 AM
From: Cymeed	Read Replies (1) \| Respond to of 25960

<<I really think that Cymer investors are a bit shell shocked from last summer and fall. We just can't accept it going up. >> Not me, Bruce. I can accept any fact Cymi is going up, given the outstanding outlook this baby presents. People don't buy stocks only because they look good next quarter, they also buy stocks that look good in two to three years or even longer. One of my major holdings (CKFR) is like that. I started accumulating CKFR when it was in the teens and didn't know when they will make the first penny (they were losing $2~$3 per share at that time). But because CKFR's long term future looks good, people have been buying up to $31 recently, even though they still haven't made the first penny yet. Although PE is a very useful tool, but one can't simply use PE as the only measure to weigh the value of a stock. A capital model is a much better tool than a PE. In Cymi's case, a conservative capital model might show it is under valued although its PE is sky high if this company can maintain that 90% market share and the competitive edge it is holding right now. And there is no sign of any market share loss, which will be the main driving force for this stock in the near future. I believe Cymi's long term outlook can attract a lot of investors. But it can not happen overnight, though. In any case, personally I am more than happy with the price performance for the last one 6 trading days or so.