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

To: Rookie who wrote (18958)8/6/1998 10:50:00 AM
From: Czechsinthemail  Read Replies (1) | Respond to of 25960
 
Rookie, I think the risk/reward relationship favors CYMI over AMAT at this point. There is the potential for CYMI to return the historical relationship to AMAT you point out, but CYMI's prospects for faster and stronger recovery look better than AMAT's, not to mention it's pre-eminent position in a critical technology that should show growth much greater than AMAT's.

CYMI is still trading much closer to its year low, so if you assume those lows as support, you can play the upside potential with less downside risk.

Baird



To: Rookie who wrote (18958)8/7/1998 12:01:00 AM
From: Yakov Lurye  Respond to of 25960
 
Rookie,

Nice to see that you still remember my CYMI/AMAT pricing theory.
Of course, the ratio could also be restored with AMAT going down a bit. Hopefully, this will not be the case

Good luck,

Y.


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