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Technology Stocks : Cymer (CYMI)
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To: Curlton Latts who wrote (16353)4/6/1998 4:25:00 PM
From: H James Morris  Read Replies (2) of 25960
 
Gee curly you make it sound that Cymer longs can't post caution here.
Yes I still have some cymi stock, albeit 80% less than I had originally.
Have never had a Cymer short or put and have no intention of doing so. The point of caution here was just to point out that (a) The short position has been substantially reduced from when I first bought in (dec 97). The eqp mfg sector has been out of favor this last month.
(c) Like it or not Cymer customers are Japanese and that makes me nervous and until Amat gives us better guidance I'll stay that way.
I thought thats what this Si is all about. Investors posting BOTH pros and cons.
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