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To: Andrew Vance who wrote (15827)	11/5/1998 12:52:00 AM
From: Dale Knipschield	Read Replies (1) of 17305

AV, What's your opinion of CYMI, which has not participated much in the recovery of semi-equip stocks? I am considering averaging down with my relatively small position which I purchased @ the relatively high cost of $28/sh. Any particular reason in your mind why it might be a laggard compared to DPMI, AMAT, or the rest of the sector? I believe it would be safe in tripling or even quadrupling my position at this time, or should I wait? Any input would be appreciated. Also, can you point me to a URL # where I can get some info on your investment letter. I take it you announced it sometime in October, when I was on vacation. Have not reviewed all those posts, but hoping you can save me some time. Thanks for all! Regards, Knip

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