Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: orkrious who wrote (19110)	8/26/1998 5:26:00 PM
From: stockman_scott	Read Replies (2) of 25960

I sold my remaining CYMI shares this morning (at a loss) and added to my largest holding (DELL)-- at $126/share. I have lost my patience with CYMI. It has been in the teens for too long. DELL is the only major high tech firm that seems to be thriving in Asia now. They just had another record quarter and sales were up over 34% in Asia. DELL is firing on all 8 cylinders and after my purchase this morning DELL will be over 70% of my long term holdings. IMO, DELL still has great upside potential, strong institutional support, a unique culture, and a business model that is very tough to duplicate. I like CYMI and I still have a few friends and relatives in it. Yet, I feel that the recovery in Asia may take longer than many expect. Good Luck Long Term Cymer Holders. -Scott

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