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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (11659)12/18/1997 4:08:00 AM
From: Jess Beltz  Read Replies (1) of 25960
 
<<<kindaofftopic>>>

Zeev, take a look at Jay Harris's note #532 over on the IPEC thread and tell me what you think. He looks like a kindred spirit (with you) with respect to his feelings about the semi industry, except he's a little more dire than even you are. Even expects major league fab push outs in the next 6 months. What keeps me in Cymer is that A&A have already said they have order increases for the next 2 quarters. I submit, however, that if the market doesn't give a damn, it won't help the stock price much.

jess
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