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Technology Stocks : Cymer (CYMI)

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To: craig crawford who wrote (6609)	10/26/1997 10:21:00 AM
From: TideGlider	Read Replies (1) of 25960

Steve: I think most folks were offended by his lack of knowledge regarding the business..."bulbs" ? He was fortunate to be shorting the tech board when the selective correction hit the sector. The semi downgrade is rather dubious as it appears it was partially initiated on "selective" information and speculation on the Asian currencies. I noticed with many of the "blue chips" supposedly vulnerable to the asian currency instability, the same call was made, then overlooked, made again and discounted. It all seems to depend on where and how deep they want to cut. Good Morning.. Bruce In regard to shorting the box companies being smart? I read CPQs earnings and projections. I think that they are very good. Why are they good to short? I think some people pick high rolling, big profit stocks as targets, because they can't believe any company can do so well without stumbling. Overall markt conditions are they only thing saving his ass if he continues short in the Big boxes...especially CPQ. Dell may not be doing quite as well as it's price reflects. However it is popular....that can go a long , long way.

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