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Technology Stocks : Cymer (CYMI)

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To: pat mudge who wrote (18129)6/17/1998 3:59:00 PM
From: Elroy Jetson  Read Replies (2) of 25960
 
J Cramer is right, "Semis still stink", and will remain so until
bandwidth problems (political) are solved. Who needs a faster
computer with 56k? ADSL et.al. will mean full screen video and
everyone wants a 64 bit Merced chip.

The stocks I bought on 6/15 fit this concept and are doing well:
CSCO Cisco EMC EMC
MSFT Microsoft NETA Network Associates
SE Sterling Commerce VTSS Vitesse Semiconductor
VOD Vodaphone

ANZ ANZ Bank (not bandwidth, Asia recovery up 8.6% today)
QWST Qwest Communications (potential purchase when it bottoms)

And of course, for sentimental reasons, I now own a measly 131 shares
of Cymer for my new Roth IRA, which after commissions shows a $9
profit. No retirement worries now, ha, ha.
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