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


To: FJB who wrote (15565)3/7/1998 1:39:00 AM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
CYMI was the 2nd leading gainer in the entire semi-equip group Friday:

techstocks.com

A quick synopsis:

CYMI + 7.4%
UTEK + 4.8%
KLIC + 4.0%
VECO + 3.8%
SVGI + 3.3%
DPMI + 2.6%
AMAT + .9%

CYMI's strong relative strength performance is not going unnoticed by major, big money institutional investors. Strength begets strength and that turns into momemtum. Catch the next wave up before it starts because all the signals are pointing to it. Best of all there is 4.0 million short shares that are getting squeezed that will be forced to come into the market and buy, run for cover.

Good Luck To Each And All

Curly
~~~~~~^^
[6.6]
......>
[_]



To: FJB who wrote (15565)3/7/1998 12:39:00 PM
From: Mr. Aloha  Respond to of 25960
 
I agree.. who knows where the money ends up?

I would think the conference would be positive however...

------

Compaq dropped a bombshell on Wall Street Friday after reporting its first quarter earnings will be "roughly break-even," well below estimates.

Wall Street was expecting earnings of 35 cents a share. Compaq [CPQ] also said sales would be about $4.8 billion, flat compared with the same quarter a year ago.

Compaq's profit warning, which came after market close, could make it rough on technology stocks on Monday. Technology stocks shrugged off Motorola's profit warning to rally Friday. Technology issues were hammered on Thursday after Intel's profit warning.

The company attributed the shortfall to the North American business market where Compaq is slashing prices to match the competition. The outlook for the second quarter was cautious.

"We looked closely at our market and business plan once it became clear that sales out of our North American commercial channels were not meeting our expectations," said Eckhard Pfeiffer, Compaq's CEO.
"We are putting in place price reductions and aggressive promotions in the first and second quarter to reduce these channel inventories."

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DELL says business as usual?? This may be a ploy by Compaq to gain market share i.e. dump product into the market real cheap and take a temporary earnings hit.

Aloha



To: FJB who wrote (15565)3/8/1998 11:33:00 AM
From: WWS  Read Replies (2) | Respond to of 25960
 
According to Thursday's Eric Moskowitz' article ("Some semi stocks worth salvaging) in TheStreet.com, Morgan Stanley Dean Whitter's (MSDW) semiconductor analyst, Jay Deahna, is bullish on chip lithography companies SVGI, CYMI, PLAB and ASMLF. If Jay is to participate in this week's MSDW conference, then likely that there will be some good press forthcoming on the group. Bill (new CYMI shareholder)