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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (4294)	4/5/1999 9:34:00 PM
From: Justa Werkenstiff	Respond to of 15132

Ian: I must say that SVGI's fortunes improved considerably in my mind once it became a part of the S&P Small Cap Index. It was certainly good news for shareholders of that one. I suspect that within the next few days we will see the return of the CYMI scare posts. No big deal to me. I know CYMI will lose market share. They have nowhere to go but down in market share <g>. CYMI has freely admitted this prospect and second sourcing in this sector virtually guarantees it. Competition is natural and will it always pose some risks but competition can be very beneficial to CYMI. I am impressed in the manner they handled the downturn. No R & D cuts and no real marketing cuts either. They increased their service scope and power as well. They have established a value added selling point to their product. This has been overlooked IMO by many people following CYMI.