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Technology Stocks : Cymer (CYMI)
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To: TechHunter who wrote (22282)6/18/1999 9:24:00 AM
From: Ian@SI  Read Replies (1) of 25960
 
Last triple witching Friday, Morgan spread rumours that IBM wasn't going to make its earnings.

This triple witching Friday, they're picking on INTC.

What this means to me is:

1. Morgan Stanley isn't to be trusted during triple witching week.
2. INTC is undergoing the normal yield curve improvement which is seen when innovative new processes are first introduced.

If INTC were to come out and say that the coppermine chip will materially affect earnings negatively for the foreseeable future, then I'd start wondering what the process problems are.

This, to me, sounds like a normal glitch when going from the R&D environment of the pilot line to the fab floor. Yes, it's serious at the moment. But the process will be improved; perhaps sooner than anticipated; and Morgan Stanley will again look like turkeys if anyone remembers their asinine calls like the IBM one.

And I'll do my best to help remind people that Morgan Stanley just might lack a bit of credibility from time to time. ;-)

Ian.
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