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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (2158)	10/31/1997 5:43:00 PM
From: Crossy	Respond to of 37387

Dear Bosco, right now CYMI is not attractive. Some insiders sold. I actually turned bullish on it Monday. Right now it seems that COHR/Lambda announcements makes some investors nervous that the monopoly is finally over what I predicted in the past, so this is not such a surprise to me. Let the stock come down. I think it might break $20 south. No rush required. Good point to entry: end of November (last week). This one should LAG the other semi equips pretty much... (in terms of time..). OTOH, companies like KLIC and AMAT are leading - so they are much better plays IMO. regards CROSSY