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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (3283)	11/4/1997 5:47:00 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 10921

Sam, >>I doubt you will find any fast growth techs with market >> share > 50% at PSR < 1.5 unless MSFT is coming after >> them. <g> How about ASYT at the beginning of the year, when nobody wanted it? It was at 0.8 PSR and >80% market share. How about KLIC right now? Oh, MSFT is definitely after them. Grab the money and run! :-))) Good luck Raimondas

To: Sam Citron who wrote (3283)	11/4/1997 7:45:00 PM
From: Teri Skogerboe	Read Replies (2) \| Respond to of 10921

SC, I'm sure you're correct. And I should admit to being biased when it comes to CYMI and my bias stems from the fact that Cabot Market Letter likes or liked them. If they like a stock, I tend to question it ALOT. The other thing is the extreme emotions that are "always" displayed on the Cymer thread, as if you can buy Cymer stock and move to Tahiti tomorrow with your lap-top. And, I'm aware that neither the thread's disposition nor Cabot's endorsement make Cymer a bad investment. However, I still can't make myself hit the "Buy" button for some unexplainable reason. I've decided to just put all of my money in Pfizer (PFE) -g-. To heck with tech stocks! Regards, Teri