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

To: ScotMcI who wrote (15281)	3/1/1998 11:50:00 PM
From: NicholasC	Respond to of 25960

And why should anyone have a problem if you're not a bull? -N

To: ScotMcI who wrote (15281)	3/2/1998 2:36:00 AM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

ScotMcI: I don't wish to speak for Douglas Rhodes but I think upon careful review of his post you will find that his comment "rattle somewhere else" was not directed at you; it was directed at Mr. Starbase4.0 who seems to be suffering from insomnia. Note where Douglas shifts gears to say "and as for Spacewars". Douglas and myself as well as others on this thread have always been appreciative of your posts here and also especially Mr. Barge's. Any number of times I can recall where you both have received tributes of appreciation. It always amazes me when first time posters come to this thread; it seems to be a frequent occurence incidentally; and to top it off make their very first post of their very first day right here. This has happened any number of times and invariably the post has been a negative one or shall we say tempered. Not that I mind. I encourage all views as long as they are are done in good taste. It just is amusing to me because my very first reaction to a first time poster on his first day is always one of curiosity. Why? Well; it matters not. The list of factual positives surrounding CYMI as an investment is so overwhelming that I could care less about the niggling detractions. In fact, it would concern me a little if there were none. It always serves one well to stay on your toes with your eyes and ears wide open. Flexibility is essential as is courage, conviction, realism, openmindedness, diligence and discipline. Just as importantly is a sound nights sleep which for holders of CYMI stock that are investors and not rumor traders is very, very easy. Sweet dreams come to me with visions of earnings that just keep growing and growing and growing. So does product demand despite any hyped Asia Smasia problems. Chips continue to proliferate and permeate our lives more and more and more. This is a secular tide swing that represents a fabulous investment opportunity and predicts to drive CYMI's business ever higher. That being the case you can rest easy knowing that this stock will be heading North pronto. Unless your short; in which case does the word "infinity" seep into your nightmares about how high this stock could go. If not yet - then I recommend you try to cover; if you can; because a double prozac triple qualude valium Nitol martini won't be able to get you to sleep once the Tsunami short squeeze gets rolling in this stock. And then all the "rattle" will include "shake" and "roll". Let's take a look at how stuck the huge exposed short position really is as well as how poorly it is fairing: Date Short Interest Stock Price ------ -------------- ----------- Jul 15 975,863 Aug 15 1,301,767 $41.50 Sep 15 2,396,356 $34.25 Oct 15 3,624,304 $30.87 Nov 15 4,471,949 $20.75 Dec 15 4,659,142 $16.87 Jan 15 4,061,600 $15.00 Feb 15 4,159,581 $21.25 A couple things to notice. Number one the huge short hasn,t been able to get out of the trade yet. Number two the stock price is now higher than it was back on Nov. 15 which means the short is now under water on some of the position and is now getting precariously closer to losing significant amounts of money. For example, the price move from Jan 15 to Feb 15 cost the short $25.5 million for those 30 days. The price move from Feb 15 to now has cost another $5 million on top of the $25.5 million for a $30 million sit tight MISTAKE. Not the stuff that Freddie Krueger tales are made of, but, given there has been no covering and yet there has been a concommitant $30 million loss I would have to believe that the short interest is beginning to fear some restless long hot summer nights. The kind where everything seems to come unglued. Good Luck To Each And All Curly ~~~~~~^^ [6.6] .....> [_]