SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (20218)11/17/1998 11:05:00 PM
From: FJB  Respond to of 25960
 
Jay,

RE: AMAT's BTB>1

Applied routinely gets some pretty big orders. This past quarter they received two greater than $50M and one greater than $100M. All it takes is one such order to turn a mediocre BTB into one above parity.

Based on what I heard in their call, this quarter and the next are the bottom for AMAT from a results standpoint. I have no idea if the same can be said for the small caps in the group, but it's certainly possible.

Let's see what PRIA has to say on Thursday.

Bob



To: orkrious who wrote (20218)11/18/1998 10:28:00 AM
From: Ginko  Read Replies (1) | Respond to of 25960
 
Did any one hear the word "Cymer" come from Cramer's mouth on this mornings CNBCs squawk box? It was in reference to "if you had bought some of these small cap issues during that October debacle, such as a CYMER.... you would be up 70 or 80%".

His math is a bit off for CYMER though - 5 7/8 - 15 15/16 equates to about 166% gain. While I did not load up when it looked real bleak back in October, I can at least say I have not sold one share to-date.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News