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Technology Stocks : Cymer (CYMI)
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To: Elwood who wrote (7725)11/1/1997 7:41:00 PM
From: Gemini   of 25960
 
Elwood,

Cabot said nothing about triggering its 20% loss rule.

"We are selling Cymer from the Model Portfolio because the stock's
performance has weakened further and we are developing a loss."

With year end fast approaching, Cabot is more concerned about its
annual return than Cymer's excellent long range prospects if one
interprets the above message correctly.

What's really puzzling is why Cabot would be selling here when
its cost basis is around $25? I'm glad Cabot will be out of the
picture unless it decides to ante up later.

In any case, October is history thank goodness.

Best of luck to all, Allan
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