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


To: Zeev Hed who wrote (18927)8/3/1998 11:12:00 PM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
Zeev-Your talking about diworsification (sic), which is never as good as sticking to your knitting when you have a great, profitable product that you own the market in.

>>>>>adding another $50 MM in sales annually with growth potential similar to CYMI is better<<<< Growth potential similar to CYMI can't be bought.

Good Luck To Each And All

Curly

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[6.6]
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To: Zeev Hed who wrote (18927)8/4/1998 8:09:00 PM
From: orkrious  Read Replies (1) | Respond to of 25960
 
Zeev, your projection of a minimelt was only off by a month. Yet the semi-equips are holding up remarkably well. My CYMI, ETEC, PRIA, and VECO are all exhibiting superb relative strength the last few days. Would you expect them to continue to hold up so well? Now, if I only didn't own so much VLSI. Jay