Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pat mudge who wrote (17511)	5/15/1998 8:10:00 PM
From: Mr. Aloha	Respond to of 25960

Thanks for the info. you two, good job. (EOM) Aloha

To: pat mudge who wrote (17511)	5/15/1998 9:24:00 PM
From: Investor2	Read Replies (1) \| Respond to of 25960

Thanks very much for the excellent summary. Best wishes, I2

To: pat mudge who wrote (17511)	5/15/1998 11:27:00 PM
From: Gemini	Read Replies (1) \| Respond to of 25960

Great job, Pat. I, too, will be adding to my position (after the current market's weakness expires) and will remain very patient. 1999 and beyond will be very significant years for this outstanding company. Thanks again, Allan

To: pat mudge who wrote (17511)	5/16/1998 1:01:00 PM
From: ben luong	Respond to of 25960

Thanks, Pat for your remark on the annual meeting.

To: pat mudge who wrote (17511)	5/16/1998 2:27:00 PM
From: Curlton Latts	Respond to of 25960

pat & christopher - thanks for your notes. I couldn't make the 20 minute drive east yesterday. They clearly own their market, hold the strategic keys to the kingdom for an assured industry wide transition to DUV equipment, have exciting newer products coming on stream as they stay ahead of the curve on the technology front, still sport a large underlying short interest that has been showing every sign of wanting out and although they currently trade at 22x '99 earnings which makes executing the $50 million stock buyback problematic nevertheless as earnings continue to grow that stock buyback shall happen unless the stock price appreciates in line with the earnings growth. Sounds like an altogether palatable recipe for a successful investment to me. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] ......> [_

To: pat mudge who wrote (17511)	5/18/1998 10:26:00 AM
From: Bryan Steffen	Read Replies (2) \| Respond to of 25960

Pat- One concern that I have always had, is that Cymer is a one horse show. I know that it has been argued that DUV will be around for 10 years, but we have yet to see or hear of any plans for development outside or beyond DUV lithography. It becomes difficult to give strong valuations for a stock whose product will cease to used in ten years. Did the mention any thing that might lead you to believe they are working on auxilliary applications for excimer lasers? Bry