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

To: Ginko who wrote (21431)	3/24/1999 10:48:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Bean, no major disagreement (I have $16, but what is a buck between friends?). Zeev

To: Ginko who wrote (21431)	3/24/1999 11:45:00 AM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

>>Fundamentals aside<< Hardly. Earnings are going up big at CYMI. Notwithstanding any instant term weakness so will the stock. Estimates continue to be exceeded and that puts a lot of upside pressure on the stock price. Merrill predicts $1.34 EPS next year and that translates to a $60 stock today. A lot of the rumors against tech surround a swiss cheese argument about slowing PC sales. But, that is based upon lower ASPs not units. CYMI and chip manufacturers are not affected by PC ASPs. Best of all, CYMI is gonna grow no matter what happens at the increment to chip unit sales simply because of transitional industry pressures to next generation technology. The whole PC argument is faulty any ways --ASps or units. www3.techstocks.com I'm a buyer here. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] ......> [-]