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

To: W.R. Stolizino who wrote (16000)	3/24/1998 8:40:00 PM
From: Proud_Infidel	Respond to of 25960

stoli, Sorry if I appeared too sensitive. I was simply making the case for CYMI. I agree that the equips are probably dead $$ for the forseeable future but also believe the next upturn will take most by surprise, as did the last one. IMO one has to position their portfolios with these stocks during periods of poor relative strength, and simply wait for a SOX run. regards, Brian

To: W.R. Stolizino who wrote (16000)	3/25/1998 12:29:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 25960

Stoli, The problem with "dead money" assessments like the one you've made regarding CYMI is that investors are trying to predict the future. Particularly in semi equip stocks, people are trying to look out over the horizon and see what will be happening so that they can position themselves ahead of it. Given the overwhelmingly bullish prospects for CYMI over the long run, there is virtually no way to know when investors will get religion and buy into the stock in a big way. Once that begins mo-mo investors start jumping on board and the stock again becomes a star. The fact that more eyes are currently focused elsewhere merely adds more potential as their attention comes to CYMI and they want to buy some. One other question: why if you think CYMI is dead money would you want to own calls since they are a wasting asset? Owning the stock at least doesn't lose time value. Baird