Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Ian@SI who wrote (7672)	2/22/1999 10:02:00 AM
From: Jess Beltz	Read Replies (1) of 10921

Ian, I understand your point about Fleck, however i still do not think that he was accurate in any of his comments at the time about Cymer. He was proved accurate in the short-term with respect to a further deterioration in Cymer's stock price, but that was being driven by what was happening in Asia and the semiconductor industry as a whole, which admittedly was going to impact Cymer's near-term sales revenues, and not by dramatically increased competition (Fleck's off-hand reason of the moment.) You are, however, completely accurate in your assessment that a lot of totally fantastic growth figures were being thrown around by people on the Cymer thread with no foundation in reality. Unfortunately, I was new to SI at the time, believed a lot of that bullshit, and lost a fortune as a result. jess.

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