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Technology Stocks : Cymer (CYMI)
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To: Sorin A. David who wrote (14584)2/11/1998 11:26:00 PM
From: H James Morris   of 25960
 
The interview this morning on Cnbc with Amat ceo Morgan, resulted in me selling off my last Cymer interest.
He mentioned the only thing unexpected for Amat was the lack of new business from the Japanese. Amat expected the Japanese to jump in and replace a good % of the Korean pushouts and cancellations. If this means that its tough going forward for the Japanese, then this will affect Cymer the same.
There are just to many other Co's out there, to invest in, that doesn't have the Asian worries (like Aol), Wow, is this the most overvalued Co in America or what?
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