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

To: Mr. Aloha who wrote (14283)	2/6/1998 2:26:00 PM
From: TideGlider	Respond to of 25960

I see several tech stocks turning green...AMAT,TXN,CPQ TG

To: Mr. Aloha who wrote (14283)	2/6/1998 2:42:00 PM
From: NW Bronco Fan	Read Replies (1) \| Respond to of 25960

Aloha, I think your assessment is correct. When CYMI was in the low 20's or high teens back in Nov, someone threw out the IOM comparison of about 18 months ago. Presplit, IOM went from about 10 to 50 in a few months, then got kicked all the way down to 15, it recovered to just over 25 and sat there for a few months before revisiting 17 and then slowly made a climb up to about 33. I didn't want to believe it then and still don't, but CYMI is looking exactly like IOM

To: Mr. Aloha who wrote (14283)	2/6/1998 2:53:00 PM
From: Curlton Latts	Read Replies (3) \| Respond to of 25960

The float is exactly 10.9 million; less 3 million buyback = 7.9 mill. The short interest has to cover 4 million shares from a net 7.9 million share public float. The short is bare bottom naked. The facts are undeniable and a matter of public record at the SEC sec.gov These are issued shares made publicly available through the following 424B filings: 9/96 6.6 million share IPO 12/96 4.0 million share secondary 4/96 .3 million share profit sharing issuance The facts are the facts are the facts. The squeeze is gonna pinch so hard that the short is gonna squeel. The truth hurts and perhaps you can't see what you don't want to see. Good Luck To Each And All Curly ~~~~~~^^ [6.6] ......> [_]

To: Mr. Aloha who wrote (14283)	2/6/1998 3:34:00 PM
From: Mark20	Read Replies (2) \| Respond to of 25960

I would like to say I have learned more about the semi industry reading this thread than all my other threads combined. It seems their is always a difference of opinion between several men that all seem to know their stuff. After weighing it all I am still sold on CYMI being a winner for at least the next three quarters. My only confusion is the number of floating shares. Aloa says 20 mil and Curly says after buyback 7.5 mil. That is if they even buy the shares back. I kinda doubt they will. But this is just a side question. My REAL question is about KLIC. I realize this is not the correct thread, but since I respect opinions on this thread, therefore I would appreciate a little input. Do either one of you guys have an opinion on that company. It seems to have the lowest P/E in the sector. Still a novice Mark P.S. Aloa what do you mean "canning punks?"