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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 162.77+2.6%Dec 8 3:59 PM EST

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To: Proud_Infidel who wrote (4541)1/22/1998 4:42:00 PM
From: Mason Barge  Read Replies (1) of 10921
 
<<If you like ASM's growth prospects better, why are you short the stock?>>

That's the whole point. At 74 or whatever, ASMLF was way up in its trading range topside, while CYMI is way down in its trading range at anything under about 14 7/8. On today's news, ASM tumbled pretty hard while CYMI stayed even. So I'm up 10% on the ASM and 5% ahead total unless CYMI goes down to 13 1/4. CYMI has pretty good support at 14 1/2.

So now I need to decide whether to stick to my plan, and ditch the CYMI, or take a chance and hold it over earnings. I'm planning on holding it right now, depending on what's out there. VECO looking might good at 21!
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