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Technology Stocks : Read-Rite

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To: NasdaqStud who wrote (4395)	12/9/1998 11:49:00 PM
From: John Ritter	Read Replies (1) of 5058

I took your advice and unloaded RDRT (and my own advice unloaded AWRE) loading on CS and PAIR this week. As it happens I reviewed CY noting that the Oct correction seemed to not affect CY. Currently holding silicon positions in LSI, NSM and VLSI which have done nicely in the recent recovery. Am considering converting one of the above to CY for reasons you cite in you message, but can't decide which to let go of!? All above seem to be longterm holds and could continue to run. The question seems to me whether CY can break out and run with the pack. What are your views on the underlying financials and assets to support a breakout run into the 20s for CY?

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