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

To: michael modeme who wrote (17268)	4/30/1998 7:35:00 PM
From: WTSherman	Read Replies (2) \| Respond to of 25960

I think its important to remember that, by in large, its institutions and their professional money managers that move most stocks. When and if they perceive that CYMI is the "sure thing" most of us think it is they'll be increasing their holdings in the company and the price will rise. While there are always cases of individual investors moving stocks, they generally can't hold their gains because there just isn't enough money to keep the prices going up, without institutions. I can tell you, for a fact, that the pro's that cover tech stocks know about CYMI, they're just not convinced its the opportunity of a lifetime...YET!! PR is great and useful, but, the bottom line is that if the market for DUV explodes the way we all think it will AND CYMI retains its leadership position in the business the stock's price will eventually reflect all of that. If things don't roll out that way, then all the PR in the world is not going to drive the price up or even keep it where it is. I think that one of the things that could help is a reasoned analysis of how large the DUV market will be in, say, four years and what sort of revenues and profits this could represent to CYMI. Its been a long time since I've seen something like that on this board...