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To: Andrew Vance who wrote (14755)	7/11/1998 5:05:00 PM
From: Judy	Read Replies (1) \| Respond to of 17305

My dear, I'm not sure if you and Patrick are kidding around about CYMI or not, but here are my views. I am a believer that investors with a certain degree of risk tolerance may want to acquire a basketful of story stocks with the full knowledge that some may go under, some may do squat, and a few will yield 3-10 baggers over time. And the few winners will more than compensate for those story stocks in the basket that never make it. It is in this context that I have endorsed stocks in my posts such as WIND, RMBS, CMGI, IMNX and CYMI as speculative investments. I am fully prepared for CYMI to make it big or not make it at all, within the context of what is happening to the semi industry and the role that DUV may or may not play in it. Having said this, TBR appears "safer" than any of the stocks I listed above.