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Technology Stocks : Cymer (CYMI)
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To: Guy Gordon who wrote (24538)3/22/2000 3:09:00 PM
From: Zeev Hed  Read Replies (1) of 25960
 
Guy, you are absolutely right, but as we approach the 5000 level on the NAZ I am cutting back to 70% equities, and since CYMI met my target and has some overhead supply in the $55 to $56 area, I thought it (and RMBS) might be one of those I should let go. I think that other plays have a greater immediate potential of a 50% run here like the SC stocks, and maybe SIII, so I hold these.

Zeev
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