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

To: Mr. Aloha who wrote (17267)4/30/1998 8:10:00 PM
From: michael modeme  Read Replies (3) | Respond to of 25960
 
Mr. Aloha, I would have to argue that time is less important a factor than news concerning CYMI. In a market where internet stocks trade on the earnings prospects 2+ years down the road, and even AMAT is trading on earnings 6 months or so ahead. You'd think that long-term investors would flock to CYMI and the stock price (given growth in '99) would make a smooth transition to higher values and be trading higher than it is. I probably just have a lot to learn about mass psychology. In any case, an increase in publicity would in all likelihood increase CYMI's price. Cheers



To: Mr. Aloha who wrote (17267)4/30/1998 10:37:00 PM
From: FJB  Read Replies (2) | Respond to of 25960
 
RE:When does AMAT come out. I don't think that's going to be very exciting??? If they say, this quarter sucked but it's looking better, we're off to the races. If they say this Q sucked and the next will probably suck too, than....??

AMAT reports on the 12th. They will say the next couple quarters suck and they lack visibility for a recovery. The degree of suckiness<G> and timing of a recovery are the big unknowns at this point.


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