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

To: W.R. Stolizino who wrote (15995)	3/24/1998 6:26:00 PM
From: orkrious	Read Replies (1) \| Respond to of 25960

Stoli, I always love when people get bored and leave a stock in which I have a long position. It is usually the catalyst a stock needs to rocket. Jay

To: W.R. Stolizino who wrote (15995)	3/24/1998 8:15:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

stoli, Re:When I scan the horizon and see something like CPQ coming off a bottom, essentially the same PE as CYMI and a core holding in every fund portfolio from tech to growth to value to everything but speculative, indeed an institutional darling, I realize that CPQ is going to go back up to forty with much more force than CYMI. First, the p/e of this one should be higher since it should see phenomenol growth over the coming years. And that is using today's estimates, the actual #'s will probably prove to be much more so the real p/e is not as large. In addition, what makes you so sure CPQ will rocket back to 40? They have serious inventory channel problems which will take quarters to resolve. They are giving away monitors to sell their boxes. You don't think this will affect their bottom line? I don't see CYMI giving away lasers. CYMI's problem, for the most part, is that it is associated with a weak sector. Once the supply/demand of DRAM comes back into equilibrium, it's back to the races. With CPQ, you are taking more of a chance IMO. I like it, but do not see it near 40 anytime soon, especially w/ DELL trampling them over. Re:A Fortune 100 company, CPQ will not surrender its position as a dominant maker, marketer, seller and servicer of total solutions Are you implying CYMI will surrender its market position?? To the best of my knowledge, CPQ has nowhere close to the 80% share CYMI has so it had better not surrender one point of market share. Brian

To: W.R. Stolizino who wrote (15995)	3/25/1998 4:39:00 PM
From: Elroy Jetson	Read Replies (2) \| Respond to of 25960

Thank goodness you dumped your Cymer common yesterday at $20. If you had kept this "dead money" stock you would have made only 4% over the 24 hour period. Tough to maintain your 10,000% day-trader return in a position like that. Once Cymer confirms it's upward trend by breaking through its resistance level at $32, it will be safe to buy again. I know some would suggest waiting for the stock to re-test it's previous highs at $48 before buying and that's worth considering. Leave the long slow climb from $20 to $48 to dim-witted types like me who are content to merely double our money.