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Technology Stocks : Cymer (CYMI)
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To: Yakov Lurye who wrote (17820)5/27/1998 10:44:00 PM
From: FJB  Read Replies (1) of 25960
 
Y.,

Holding my breath for an Intel pre-announcement. IDC reported that Asia/Pacific unit PC sales were down year over year, although total worldwide units were up 14% in Q1. Coupled with the seasonal weakness of Q2 and AMD doing well at retail, there is a possibility Intel will warn. One mitigating factor will be the introduction of Xeon in June which is priced at $4,500, $2,800, and $1,100.

Whether or not this occurs, I will be adding to my long position in several weeks after most bad news has passed. Like anyone cares. :-)

Bob

References:
idc.com
news.com
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