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

To: FJB who wrote (14323)	2/6/1998 7:14:00 PM
From: NW Bronco Fan	Read Replies (1) \| Respond to of 25960

AMAT will have a much bigger impact on the sector. I wonder if SFAM will give back everything it gained on Wednesday??

To: FJB who wrote (14323)	2/6/1998 9:00:00 PM
From: Elroy Jetson	Respond to of 25960

As the price of Cymer stock rises steadily, the pessimism and fear on this topic rises as well. I started following this string when Cymer was 32, down from 46, and with each drop in price the mood of most posts became even more euphorically optimistic. Now people are reaching for their Valium with each uptick. What a change! Oracle at $17 was a radioactive stock that had no future because of Asia. Now only a few weeks later it sells for $27 and is a solid investment. I waited until $19.50 to buy, so that's only a 38% return. Maybe I should have bought Qualcomm instead because they told everyone two weeks ago they had no effect from Asia - and taken a 15% loss today. But now the bad news is out and people post that CDMA is going to go away - just like Cymer's business was going to disappear. Wow! At some point QCOM too will stop falling. I'll buy after institutional accumulation starts and the price is rising, just like Oracle and Cymer. That may not happen for a few months, but CDMA has won the marketplace just like Cymer DUV is doing. A newer version of GSM promises to carry just as much traffic as CDMA, but its not here yet so more and more countries switch to CDMA. On a personal note, I want a world standard. CDMA or super-GSM it doesn't matter. I can use my analogue Motorola Startac in the US, Australia and Europe. But not a digital phone! GSM in Australia and Europe. In the US, GSM on an incompatible frequency (PCS), or a choice of CDMA or TDMA on the standard A and B channels. What a mess. Since all GSM equiptment needs to be scrapped for super-GSM, I have a hunch some cross licensing is in everyone's best interest, but this may not sort out for another decade.