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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (6035)	9/6/1999 5:45:00 PM
From: Sunny	Read Replies (1) of 54805

There are probably as many upbeat articles about CYMI as there have been since it was trading near 50 in mid 97. This is one of those companies I referred to when I said "sometimes I just don't understand the risk". I felt like it was a good company with excellent technology, I just didn't understand the cyclical nature of the chip business enough to know that after the asia problems it was going to trade a lot lower. Now that you have read a little about the company and its business, what do you think about it in terms of the GG. Sunny

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