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

To: Zeev Hed who wrote (18305)	6/28/1998 11:47:00 PM
From: Elroy Jetson	Respond to of 25960

Things are looking good with Asian markets up. I think the market feels really good right here. I sure understand why I own Microsoft, but I don't understand the concept behind Applied Materials right now. Cymer has the equipment people need to stay competitive. Applied has lots of stuff for an industry with too many competitors. They are the blue chip of their industry - but what a place to be right now. I own 100 times as much Microsoft stock as Cymer, and no Applied.