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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 218.30+8.6%Jan 9 9:30 AM EST
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To: Cary Salsberg who wrote (2485)9/8/1997 4:21:00 PM
From: Sam Citron   of 10921
 
Cary and All,

Any thoughts about Cymer? Is this hiccup a potential entry point or is further blood letting needed before it becomes sufficiently interesting to value sharks? Its commanding market share in deep UV lasers certainly makes it attractive. And its upcoming split should improve the marketability of the stock to smaller investors. Any concerns about potential spillover effects on SVGI, ASMLF, etc?

SC
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