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

To: Cymeed who wrote (10715)	11/29/1997 7:27:00 AM
From: John A. Stoops	Respond to of 25960

Note the enclosed comment in this weeks edition of "The Street" newsletter. Asia and Technology Bill Schaff "Asian currency weakness and stock market declines will have little effect on technology company stocks. At least that's the opinion of Bill Schaff, the portfolio manager of the InformationTech 100 years, not months, he writes. He believes the growth in semiconductor sales may be reduced slightly by lower Asian demand, trending closer to 15% next year -- which he characterizes as "still quite healthy by any measurement." The only companies that will feel pain are those exposed heavily to Korean and emerging markets, he says. In the semiconductor equipment sector, the portfolio manager believes it's a stock picker's game. Applied Materials (AMAT:Nasdaq) and KLA-Tencor (KLAC:Nasdaq) will be survivors, and he also likes Cymer (CYMI:Nasdaq) at its current price."