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Biotech / Medical : Coherent (COHR) : Anyone else holding? -- Ignore unavailable to you. Want to Upgrade?

To: Doug who wrote (399)	1/14/1998 11:29:00 AM
From: Crossy	Read Replies (1) \| Respond to of 788

Dear Doug, I would concur with Your analysis. However I think that the tech-selloff is in its last stage. Remember Februar-April 97' ? Pretty much the same story. Everything will be a glimpse from the past once we will reclaim the NAZ 1650+ territory. I think that COHR's medical business is a nice cushion against shortfalls from semi-field. I got my position of COHR at $44 this fall. It rose to $59. I should have sold but didn't. Anyway, it was knocked to low 30ies, now short below $40. I'm quite comfortable with this stock with a pretty much reduced risk level in contrast to CYMI. I got into that at $23 after reading S.Habbash all-out-bullish comment when CYMI was at $50 (post split). You see, I come from the semi-camp and I was in search of a competitor to CYMI, that's why I got into COHR. I would think that DVD, telecom, medical etc. provide nice additional opportunities for COHR. What is more they could have a faster route to next-generation DUV/EUV with their recent ArF and F2 prototypes. I really think that my CYMI strategy is short-intermediate term, whereas my COHR idea is mid-long term.. best wishes CROSSY