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

To: Greg Jung who wrote (19984)10/23/1998 11:30:00 AM
From: Justa Werkenstiff  Respond to of 25960
 
Greg: Yeah, but does Billat really believe. When ASMLF was at $13 per share on October 9th, she downgraded the stock citing pressured bookings and excess DRAM capacity. I bought CYMI and ASMLF heavily afterwards. Now she upgrades it probably after her firm loaded up on it yesterday? What a joke. Be careful of games here. CYMI is still undervalued at now by a few points IMO but the big players have been run up for some distribution IMO.



To: Greg Jung who wrote (19984)10/23/1998 2:13:00 PM
From: Darryl Olson  Read Replies (2) | Respond to of 25960
 
"Do you believe"

I can't say that I truly believe yet. However, it sure feels good to see the industry and investment community starting to trumpet some of the virtues that make Cymer an intriguing investment.

I compare recent events (run-up) to planting grass seed in the fall. The seeds germinate and take hold but you don't see the true greening until spring.


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