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Technology Stocks : Cymer (CYMI)

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To: Steven Angelil who wrote (4073)9/29/1997 11:07:00 AM
From: Jess Beltz   of 25960
 
Steven, i maintained from the start that I would ride it for at least two quarterly earnings releases. i believe that (1) the ramp up to 0.25 microns is underway, and (2) that it will take some years, with some hurdles to be overcome, before alternate technologies are viable ON A PRODUCTION LINE basis. both things bode well for cymer. i am hoping that the rumors are done. i would have been fine up through last wednesday. it was the morgan stanley BS that hung me out to dry.

right now i am in a bushido mood. i am the sword of my emperor. if need be, warm up the planes.

jess.
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