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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Mason Barge who wrote (5604)5/29/1998 5:04:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 10921
 
ReSurprising story here is CYMI, which showed a nice gain. I wonder if some fund decided to take a LT position

Or management is starting their buyback

BK



To: Mason Barge who wrote (5604)5/29/1998 5:48:00 PM
From: diana g  Respond to of 10921
 
Re: CYMI Up

Also this possibility (from BillyG on CYMI thread):

Message 4648652

"Merced is being delayed for a manufacturing problem. I hope that it's due to their mercury bulb litho tools -- if so, they'll have to buy some CYMI-based steppers fast!

Actually, there could be hundreds or thousands of manufacturing problems not related to lithography........."



To: Mason Barge who wrote (5604)5/30/1998 1:42:00 AM
From: shane forbes  Read Replies (2) | Respond to of 10921
 
Mason: oof is right. I figure we are about 30% into the BLOOD area right now. (the smaller companies without good niches already thrashed, the bigger companies beginning to come apart) We just had the Merced push-out. Monday will be very interesting. Don't follow CYMI - never sure whom to believe with that stock - TSO and E pointed the stock out to me on the LSI thread and I took a quick look but decided to leave alone - too many rabid folk involved! Likely will do EXTREMELY well though l/t so bonne chance!

Shane.



To: Mason Barge who wrote (5604)5/30/1998 2:05:00 PM
From: TI2, TechInvestorToo  Respond to of 10921
 
Morgan Stanley DUV food chain conference links to Pat Mudge posts, maybe this is why CYMI did well?
MS part 1
Message 4597827
MS part 2
Message 4601173
MS part 3 - ASMLF
Message 4603527

Thanks to Pat Mudge,
TI2