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

To: Ian@SI who wrote (24208)	2/7/2000 11:08:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

Ian, just to let everyone know, I am not stubborn and back into the fold at $63.5. I still do not like the divergence between the NAZ (and the mighty SOX) and the rest of the market, but we have barely another two weeks into my "down count" for the market, and CYMI had all the signs of wanting to make a new high, so I jumped back in. Zeev

To: Ian@SI who wrote (24208)	2/8/2000 12:57:00 AM
From: Jerome	Respond to of 25960

"I guess I lost all points that I'd been accumulating toward guru status." Good Guru's are never afraid to leave a stock they feel is fully valued at current prices. Bad Guru's ride the stock back downhill and try to rationalize their failure to exit. In semi-equip land there are lots of opportunities. A possible loss (or lack of further gain) from exiting a given stock a tad too soon, can be made up elsewhere. About the time we all get feeling right smart the market will teach us a lesson in humility. Drink a beer forget the market, Jerome