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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (22854)8/10/1999 6:29:00 PM
From: Nevin S.  Read Replies (1) of 25960
 
Interest in INTC building bodes well for semi capital equipment companies. I don't think you can attribute recent strength to flight to large caps. Any comments on this (note his comment on AMAT):

Ash Rajan, Prudential Securities (INTC, PMCS, AMAT, ORCL)
From: Wick
Date: 8/10/99
Time: 7:06:16 AM
Remote Name: 216.214.252.208

Comments
Ash Rajan, Prudential Securities (INTC, PMCS, AMAT, ORCL)

Ashes picks for the future:

INTC 73 7/16 +1 7/8 INTC is in a new product cycle which could produce 20% growth by year end. Sense of urgency.

PMCS 81 « +15/16 This is a telecom play and a chip play at the same time.

AMAT 77 7/8 +3 3/16 If its good for INTC its good for AMAT.

ORCL 36 3/8 -1/8 Y2K will fade away so buy now in anticipation.
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