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

To: Katherine Derbyshire who wrote (20831)	1/31/1999 5:37:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Katherine, Here I go butting in again... CYMI has established its dominant position for several reasons. 1. It's got the products that its customers need now. 2. It has ensured that they're the best quality from a variety of quality and performance measures. 3. It has evolved the most responsive and most global customer support organization. 4. It has supplied the best "value added". Like INTC, others have tried to catch up or surpass CYMI. To date, none have. (As judged by success in the marketplace.) But it's also your money at risk if you choose to invest with your heart rather than your brain. Here I suspect that the judgment is unduly harsh. Just like a Grade I Thoroughbred winner, a champion investor does better with numerous qualities. Heart, being one of them. Not the only one, but one of them. Curlton has certainly demonstrated more "heart" than any other CYMI investor on this thread. IMO, he also has shown substantial professionalism, stamina, class, etc to get to this race and remain a leading contender to take home the lion's share of the purse. FWIW, Ian.

To: Katherine Derbyshire who wrote (20831)	1/31/1999 7:04:00 PM
From: acidman	Read Replies (1) \| Respond to of 25960

It seems like most people on here are investing by their emotions rather than by the facts. I remember when Cymer was <13 and all the people that bought in the 30's were screaming about lawsuits and how they would give their right leg to sell Cymer if it went back into the twenties. Now look at all of you, talking about Cymer in the 100+ range. I pity you. You are making the same mistakes that you made before. I dont know what happened in the last two monthes that I was away but from the posts I have read, nothing much. Except the competition getting closer. I would short Cymer but that goes against my new rules. But I would definatly never invest in this pig again, unless it went back into the 10's were it belongs. Monopoly my ass.

To: Katherine Derbyshire who wrote (20831)	1/31/1999 9:53:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Katherine, I also believe that CYMI is failing in broadening their base from the light source business. One of these days (within 10 years, and the market will pay attention much sooner), they may find themselves manufacturing "wooden wheels" for Alpha Romeos. I would have liked to have seen them exploit the recent decline in the semi equip. to make some wise acquisition at bargain prices (they surely had the fund if not the stock price). The lack of visibility of a long range strategic plan to continue and serve their base of customers, or expand this base into the future is going to eventually hurt them IMHO. Zeev