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

To: FJB who wrote (15399)	3/4/1998 5:39:00 PM
From: michael modeme	Respond to of 25960

What goes on at INTC really doesn't influence CYMI's business at all (at least at this point in time). If CYMI gets nailed tomorrow because of INTC, I'm buying! There are two perfect times to buy a great long-termer like CYMI: 1) when it gets downgraded, or 2) when it gets knocked back due to some completely unrelated news that has no way of affecting future earnings. Cheers

To: FJB who wrote (15399)	3/4/1998 10:33:00 PM
From: Yakov Lurye	Respond to of 25960

Bob, re: <<There is no going back to expensive PCs.>> That's why I keep NSM instead of Intel in my portfolio. Recently, there was a good article describing Intel's attempts to gain share in other semi fields. As for Kurlack, he'd been trying his pitch for a while, and finally did time it right. I do disagree with Mr. "best there is" negative view of the industry as a whole. Had been sitting on cash since end of February and will start looking for bargains tomorrow. Yakov