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To: Robert Einstein who wrote (14768)	7/13/1998 2:34:00 AM
From: Andrew Vance	Respond to of 17305

AV--I think you hit the bullseye on your message. In the long haul, CYMI and ASMLF will fare better. I think CYMI will do the best since it sells to ASMLF and to the other litho tool suppliers. Your rationale is identical to mine. The ones you mention: INTC, AMAT, CPQ, MSFT, etal. are the "love children" of the street. CYMI and ASMLF are not as well known and as popular so they will not be carried to unrealistic heights with "herd mentality". Knowledge is power from our perspective. You are talking about quality companies and NECESSITIES of the future. Most of the investors are not as sophisticated relative to technology as we are. Most of them play the Momentum stocks and Brand name stocks with very little understanding of the fundamental technicals regarding these companies. Sometimes this works against us and we are too smart for our own good. If the market was really efficient and we looked 3 years into the future we might make these comments today. CYMI and ASMLF will be major winners with phenomenal margins and revenues. Most of the YR2K stocks will have outlived their usefulness. INTC may lose a great deal of marketshare to AMD, NSM or IDTI. GM, Ford and Chrysler is anyone's guess. The tobacco stocks are a big Question mark as well as Energy stocks. Boitech stocks are still a crapshoot. With this said, we are too smart for out own good since CYMI and ASMLF have the best chances of being extremely successful reltive to the others mentioned above.<GGG> Andrew