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

To: glass who wrote (15928)	3/21/1998 9:29:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

glass, welcome aboard. I think that it is not up to the US to prevent an Asian recession, but up to Asians and particularly up to Japan. Our trade deficit has just ballooned to a record monthly high of more than $12 B (and this when our oil bill has declined by some 30%), we will not be able to help SEA by importing much more. No, the Asian recession can be ameliorated (but not avoided) only by Japan lowering its own taxes and creating a domestic demand engine to soak some of the over capacity in the region. I think we will get an inkling as to the future health of the Asian economies after April 1, when the Nikkei support actions will be removed. Zeev

To: glass who wrote (15928)	3/22/1998 1:50:00 AM
From: Gemini	Read Replies (1) \| Respond to of 25960

>>CPQ will look very appetizing at 20.<< Off the topic (Cymer thread), if you like Compaq at 20 you'll like it more after it rebounds to 30 and beyond over the long term. So why not buy it here so you do not have any regrets about never having bought it down the road? Look at the risk/reward scenario. You're risking four points on the possible downside when everyone and their brother knows it's going to climb once again to historic highs over time, and especially in light of its pending merger with Digital. The same scenario can be said about Cymer. Just MHO, Allan