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

To: Elroy Jetson who wrote (17611)	5/20/1998 12:28:00 AM
From: FJB	Read Replies (3) \| Respond to of 25960

Yikes EJ, Cramer is the ultimate momentum player, so I don't like to see him down on one of my stocks(I do want more of this stock though). That being said, do you think he understands the semi industry? "Hype" is not the word I would use to describe Cymer. Great technology, service, and market dominance are what spring to mind. No? Bob PS Nice call Zeev, we hit $19 rather quickly.

To: Elroy Jetson who wrote (17611)	5/26/1998 10:16:00 PM
From: dylan murphy	Respond to of 25960

ROFLMAO! I love this guy. "Don't like that company...,lotta hype there". I've watched Cramer on CNBC with a straight solemn face talk in reverence about the internet stocks. GIVE ME A KING-SIZED BREAK. I've never seen any group more hyped up than this. "Let's don't get dragged into talking about valuation." Sure, some of them will become great companies, but its too early to tell which ones. Well Friday they went down and today they got crushed. SEEK,LYCOS,AND EXCITE all down about six dollars. AOL and Yhoo down two or three. He made a lot money there but the ride may be ending. Is he always right? Well he said he bought Dell after the last earnings report in the after market. It's gone straight down since. He said he lost a lot on Cendence. Bad management, not his fault, certainly no hype there. Who is hyping Cymer? Not the company. Not the analyst. Fund manager? Don't know of one. Newsletter writer? If there is one its not helping. Internet poster? Would this even make a difference? Cymer has a real product, barriers to entry, piles of cash, and a wide tech. lead. Keep your search engine stocks, I'll go with the Cymer hype. Just venting.