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

To: FJB who wrote (17076)	4/24/1998 2:40:00 AM
From: Asymmetric	Read Replies (1) \| Respond to of 25960

Morgan Stanley "We believe Cymer is fundamentally on track according to our thesis. Therefore, we expect a significant ramp-up in unit shipments to begin later this year and progress into next year. As average selling prices (ASPs) increase with volume shipments of the company's new 5010 and Orion lasers, we expect accelerated revenue growth combined with margin expansion to drive a compelling earnings growth story for Cymer in 1999 and beyond." - Methinks a lot of the recent money flow into Cymer was from Morgan Stanley clients, and now MS wants to support the stock and to give it an upward boost. I guess the next few days will tell if they will be successful. I also want to say I applaud Adkins for trying to grow a business and put it on a solid foundation that will stand the tests (and tribulations) of time. I think too many are focused on the short term results and the fast buck. For me the key is how successful is his product and business plan and is he executing according to the goals he is setting for himself and his company. As long as Adkin's does this, Cymer's stock price will take care of itself over time. If you want to invest like Wade Cook and only care about flipping stocks, you will sell tomorrow. If you want to invest like Philip Fischer, Peter Lynch, et al. you will have the patience to let this story continue to unfold and may even take those shares off of those who are impatient tomorrow. Just my two cents. Peter.