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

To: Douglas W. DeVries who wrote (10883)	12/2/1997 10:58:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 25960

Douglas, It seems that you do not expect any cancelations from the rim. I do, and once these cancelations start hitting, I think a real blood bath through wich real bargains might be found will be at hand. I find that not stepping in front of a freight train keeps me in better health. Even if I'll have to buy my position above 23, it would be at a safer time and not too much for a good night sleep. Zeev

To: Douglas W. DeVries who wrote (10883)	12/3/1997 8:04:00 AM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

Doug, In all fairness, historic data suggests that in general, you would do better buying semi-equip manufacturer's stock in January than a month earlier. Thus, I can understand Zeev's position - if he misses on CYMER, he'll likely be able to pick a bargain somewhere else. CYMI's problem at the moment is that most fund managers are thinking along the same lines. That said, I still like CYMI longer term. Once we see commercial size shipments of steppers/scanners with CYMER lasers, there will be plenty of buyers for CYMI stock. Regards, Y.