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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (10615)	11/26/1997 10:22:00 PM
From: Jess Beltz	Respond to of 25960

Robert, I take it then that you have actually looked at the report. I believe that Johnson is erring on the side of caution, and is willing to sacrifice some of the upside potential of the stock price in order to get a clearer perception of (1) the actual demand for the product, and (2) the market's evolving perception of that same demand and the resultant movement/trend in the share price before he commits to a full blown endorsement or an actual position in the stock. In light of the last two months, I would have to admit that his investing style makes more sense than my own ;-( I would still like to know the answer to your question concerning ZYGO. jess