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Technology Stocks : Cymer (CYMI)
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To: j g cordes who wrote (17152)4/25/1998 1:05:00 PM
From: pat mudge  Read Replies (1) of 25960
 
While many are just seeing and responding to the obvious and well publicised Asian downturn, I will state that if Japan gets a consumer incentive program of significance going, that turns their markets positive, the enthusiasm will spread more quickly than expected.

The need for CYMI's products for Asian semi industries, is similar to weapons in wartime. They must have them to be competitive next round and will make the sacrifice and march to that opportunity faster than analysts expect.

I agree entirely and want to increase my position. I'd hoped for a quick dip to 20-21 to add but may not get it. Believe me, I watched all day on Friday. It just didn't happen.

I know for certain I want to be ready and waiting with a full position when the market picks up.

Later --

Pat
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