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


To: Reseller who wrote (15629)3/9/1998 1:43:00 PM
From: Czechsinthemail  Read Replies (2) | Respond to of 25960
 
CYMI's potential is interesting compared with the internet stocks. In fact, if CYMI didn't have any earnings at all, but simply its potential for overwhelming business in the years ahead, it might be trading more like the internet stocks. It faces the problem of Asian-related heaviness in the chip and chip equipment stocks, but the time-frame in which CYMI will be making its big money, even given the worst case scenarios for Asia, PC markets, etc. will be much sooner than for the internet stocks. The flip side is that at this point I think CYMI carries less downside risk and more potential for positive surprises. It seems to be riding the rough waters pretty well.
Baird