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

To: WTSherman who wrote (17269)	4/30/1998 8:18:00 PM
From: michael modeme	Respond to of 25960

An analysis of the DUV market growth and future market share of CYMI is exactly what I'm talking about. The SVGI study is the only one I've seen. As far as institutional ownership, I simply don't know of any calculations for CYMI as to the net effect of money manager ownership. DUV market projection studies may also draw in more coverage from analysts, such that we may even see more than FOUR analysts covering Cymer. By the way, I hope no one takes my disgruntled ramblings to seriously. Cheers

To: WTSherman who wrote (17269)	4/30/1998 8:31:00 PM
From: Larry Brew	Respond to of 25960

GWM, << CYMI valuation and the future >> It's been said that 20% of the people do 80% of the work and 80% of the people do 20% of the work. I think this holds true in the investment community. Being the part of the 80% market movers, I must try to predict the 20% response of the real money movers. Seems today's money makers are pushing big names with big P/E's like Dell, LU, MSFT, etc. Here I sit, waiting for the switch back to P/E driven companies. Oh, I forgot the likes of AOL, SEEK, and those other search engines. I sit, I wait, and I will be rewarded. Semi equipment must be around the corner :-). I must admit, the separation between photomask shops and others in the semi support sector have me puzzled?????? Larry