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

To: Czechsinthemail who wrote (18959)	8/6/1998 10:57:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

Baird, Although I agree the possibility is there, don't assume it just yet. CSCO has managed to maintain a growth rate well in excess of that of their competitors in fast growth areas like FORE(ATM). CYMI has yet to prove themselves while AMAT has for decades. I am long CYMI, in fact it's my 2nd largest position in terms of number of share. I simply have seen well managed cos. out-execute those in the fastest growth sectors and am reluctant to lay claim yet. Hopefully they'll both be winners:-) BK