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

To: Mr. Aloha who wrote (14579)	2/11/1998 7:33:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 25960

Aloha, While it is certainly possible to look at Cymer through half-empty glasses, it seems like more are beginning to look at it as half-full. The stock seemed to do well today considering another negative report on semis from Kurlak and Merrill Lynch. The relative strength of chip equipment companies should lend support to CYMI. Granted all the uncertainties around how the near term future looks, there seems to be more movement toward bargain hunting on any weakness. Since CYMI is easier to predict as a major winner than many, I think it is unlikely we will drop significantly from here unless there is a major correction in the market as a whole. Once there is a sense that we're past the bottom, accelerated buying could drive it significantly higher. good luck, Baird

To: Mr. Aloha who wrote (14579)	2/11/1998 8:43:00 PM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Aloha: You are correct. The Asian problem isn't over. Then again these stocks are hit every time the problem is visited. Every warning from every tech hits this stock. The reason CYMI isn't $40. is due to lies and the Asian problem. You can't discount on the same problems each day. The stock would be .50 if we did. <G> I think much of the semi picture is already priced in. Remember all the tech wrecks? It seemed the Naz dropped 30 pts every day. At any rate I personally believe this sock may rise some and fall some too. However, come April it will fly. Numbers beaten and possibly we will see this PR firm rear it's head and mold a public image for CYMER. Badly needed. <G> Better start now too...supposing they are being paid. T<G>