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

To: stockman_scott who wrote (19112)	8/26/1998 6:31:00 PM
From: acidman	Read Replies (1) \| Respond to of 25960

I sold my shares on monday, being my last(maybe) trade on Cymer. By the time recovery hits(1-2years) two things will happen... 1) Everyone will skip right down to the lower(.10) micron range and Cymer will lose out on their planed product cycles. 2) Competition(Lambda) will be a major problem to Cymer.

To: stockman_scott who wrote (19112)	8/26/1998 7:05:00 PM
From: orkrious	Respond to of 25960

Scott, most of the mistakes I've made in investing have been where I have lost my patience and decided to chase something hotter. A perfect example is AOL, which I owned in the 20s (it has since split) back when they were having busy signal problems. It had a great franchise, dominant position, growing market, etc. I traded out of it into Acend, which had been doing well. Ascend tanked, and AOL started to take off, and I decided not to chase it. AOL would have been a 10 bagger in a couple of years, but I was too impatient. I have never bought Dell (for anything but a day trade) because it was too expensive. Big mistake. Still, Cymer has a virtual monopoly, something like 2/3 of the laser brain capacity in the world working for them, in a market which is guaranteed to grow if computers keep getting faster and cheaper. I agree that it is unlikely they are going to be at full capacity for at lease a couple of years, but all they need for the stock to take off is a slight uptick in unit shipments. Anyway, good luck. Jay