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Technology Stocks : Cymer (CYMI)
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To: LLCF who wrote (18802)7/28/1998 1:53:00 AM
From: Matt Webster  Read Replies (1) of 25960
 
Yes, I've been watching CYMI since forever, and it's been quite a test of patience. I think the thing to do here is to buy an initial position now and another position if it breaks into the 11-13 range. CYMI's technology is too strategic for it to slip further, and I do expect it to be a leading indicator for the semi upturn. You may be able to watch CYMI turn, then pile onto KLIC, KLAC and the others, as they turn a bit later. That's what I'm going to try.

What to do with the money until Jan 1999, though? I'm thinking a chunk of it should go into Rydex Ursa on the expectation of a general S&P deflation, but that scares me.

Matt
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