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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (23020)	9/2/1999 7:41:00 PM
From: Jerome	Respond to of 25960

"I apologize for being so wishy washy about predicting the stock price over the short-term," No need to apologize. I never have detected even a hint of personal animosity in any of your postings. Much of the criticism I received I bring upon myself, by posting. Curlton has made a career getting back at those who whisper a shadow of rumor that has negative implications for CYMI, but its all in good taste. What a boring thread it would be if we all agreed on things. Your price target of 40 seems about right for CYMI, within a week of the earnings report. Price targets are tough to figure out. Extraneous events keep interfering. Like now I don't know what to make of the situation with KLIC. I did bet (through options) that KLIC would be trading above 22 1/2 by the OCT. expiration date.Now I'm not sure. We are in for a good ride. The question is how to leverage oneself to make the most of it. Good Luck, Jerome

To: FJB who wrote (23020)	9/2/1999 11:20:00 PM
From: Martin Radwin	Respond to of 25960

Robert,I notice that you've referenced one of the Bob Brinker threads, which is inhabited largely by people who are waiting for Bob to issue his bear market sell signal, which would then presumably be followed by either a cyclical or secular bear market, if Bob turns out to be correct. This raises an interesting question. What happens to the semiconductor equipment sector if the market does indeed enter into a bear market cycle? The sector itself is definitely in the explosively rising part of the cycle, but what happens if the market as a whole starts collapsing as the bear comes out of hibernation? Does a bear market take no prisoners? Or is the semi-equip sector so hot that it would continue to rise even in a possibly nasty bear market? I would appreciate any thoughts you or other thread members have on this subject!