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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (22137)5/30/1999 11:43:00 PM
From: Zeev Hed   of 25960
 
Ian, right now I would take the position that what Craig reported is no more than an "inventory foul up" between that company and AMAT. We'll see if the SOX holds recent support at about 360, if it does not we may have to find the fundamental reasons for that, maybe a small blip is unraveling in this upcycle. I still think that such unraveling is temporary, but I'll follow the charts to tell me what to do.

Zeev
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