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

To: William Peavey who wrote (14876)	2/20/1998 12:47:00 AM
From: FJB	Read Replies (1) \| Respond to of 25960

Have to admit, I was not a big Fleck fan after his "their business is just going to stop" and "UV-bulb" comments, but he seems somewhat reasonable in his responses the questions in this article. I found the email from a long-time Asian inhabitant at the bottom of the page to be interesting reading in a Stephen King sort of way -- scary. stocksite.com Bob

To: William Peavey who wrote (14876)	2/20/1998 1:30:00 AM
From: Angela	Read Replies (1) \| Respond to of 25960

Bill -- Gosh no -- I didn't think you were promoting him. I went over to his web sight too. I don't know what to make of him really -- he looks rather young for an analyst -- somehow I prefer to listen to analysts with more wrinkles and experience behind them. I like Roger McNamee with Integral Capital Partners and Mark Edelstone -- I think he's with Morgan Stanley, and a few others. It irritates me that cnbc gives him airtime -- but they're driven by ratings. That's too bad about you selling Compaq -- but I'm thinking we may get another wave of asia blues this year -- if you have any more funds you might have another chance then. Think about Dell -- I think Dell will keep growing faster. I'm sitting on a loss in Cymer too -- just have to be patient now. Regards, Angela