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


To: Curlton Latts who wrote (15685)3/11/1998 1:35:00 AM
From: Curlton Latts  Respond to of 25960
 
Cypress announced a restructure to transition to .25 production.

biz.yahoo.com

Good Luck To Each And All

Curly
~~~~~~~^^
[6.6]
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[_]



To: Curlton Latts who wrote (15685)3/11/1998 2:57:00 PM
From: Aaron Zuckerman  Read Replies (1) | Respond to of 25960
 
Curly and all,
I apologize to you and the thread for my provocative, unwarranted, and perhaps uneccesary remarks. Obviously I've been misled by others before due to my own naivete. Currently it seems to me that stocks have become a national obsession or even mania and the fear and greed being exhibited on a mass scale can display some of the more ugly characteristics of crowd psychology, peer pressure, deception and twisting of the facts.
I agree that Cymer has critical technology and solid fundamentals. Even during a time of overcapacity in the chip market and a broader declining trend in chip and hardware stocks, Cymers technology will be implemented and the company will thrive. But can the stock maintain support during a possible if not probable downtrend in the broader chip and hardware sectors? If it does not hold support we may all get a better buying opportunity, okay. During the past month and half many chip and chip equipment stocks have increased in value from %30-%70 off their recent lows including Cymer. But the short squeeze on Cymer never happened. If it didn't happen during the recent strong uptrend, it is less likely to happen during a downtrend. I know I'm implying that there is a continuing downtrend and many do not agree with that assessment. What if Cymer reports a surprise to the upside in its next earnings report but semiland is in disfavor with the street, can Cymer build a sustainable rally in that environment?
Anyway, once again Curly I apologize to you. I was being paranoid. I am trying to make a tough call about my investments and perhaps should have kept some if not all my thoughts and questions to myself.

Sincerely,
AZ



To: Curlton Latts who wrote (15685)3/11/1998 3:11:00 PM
From: Aaron Zuckerman  Read Replies (2) | Respond to of 25960
 
Curly and thread,
I want to also add that despite my unwarranted fears and suspicions, believe it or not I actually have appreciated your posts. I recently encountered this post about False Stock Prophets on another thread and couldn't help but notice a similarity between it and some of the points you consistently have been making about Cymer. While I would like to believe your bullish projections and have shared some of your confidence in Cymer, some of my concerns about the trends in semi-land are supported by the following article. In reference then to the facts at hand Curly, how do you see Cymer stock holding support or even rallying in the face of chip overcapcity and reduced capital spending throughout the industry?
techstocks.com

Sincerely,
Aaron Zuckerman