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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jess Beltz who wrote (7675)	2/22/1999 11:07:00 AM
From: FJB	Read Replies (2) \| Respond to of 10921

Jess, You should have discounted what Curly had to say. I unfortunately had to revise my stupid numbers down about 20 times. I tossed that spreadsheet many moons ago. The bottom line is cymi is a semi-equipment stock that trades with the sector. I totally underestimated the severity of the '98 downturn and the Asian Flu. You deserve great credit for your commentary on what was happening in Asia. I did not believe what you had to say until it was too late. As I said previously with a total lack of originality, live and learn. I'm pleased with what is going on with the portfolio these days. If semiconductor fundamentals remain intact, we should be doing very well over the next year or two. Bob