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

To: Tulvio Durand who wrote (17163)	4/25/1998 11:30:00 PM
From: MRothaus1	Respond to of 25960

Tulvio -- I had read that article too about why the market may not be overvalued. To me, it seems that once wind gets out that the U.S. economy is softening, the market will correct. The valuations do not leave much room for error. Cymer has already warned that they are seeing softness in the U.S. but this may just be in the semi-conductor industry (which is more prone to catch a cold from the Asian flu). I may not sell all my Cymer as I implied in my previous note. Maybe I will keep 30 - 50% core position and the rest in cash or other investments. Then pop back in if Cymer gets insanely cheap (which in my definition would be around 17).