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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 175.31+1.8%3:59 PM EST
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To: Cary Salsberg who wrote (2638)10/5/1997 11:25:00 PM
From: Defrocked   of 10921
 
Well that was a cold (half) bucket of water<g>

I can appreciated your conservatism,Cary.
And, of course, the worst case scenario is
that CYMI goes to zero. However their technology
would still be worth something, along with remaining
assets. One should also put some value on their
experience (2 to 10 year lead in DUV) and as a
good bet on EUV. Except for PR, gotta respect Akins.

Maybe that bucket of cold water is half full
not half empty. :^)

Good investing all.
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