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

To: Zeev Hed who wrote (24846)	4/29/2000 8:29:00 AM
From: Berk	Read Replies (1) \| Respond to of 25960

Something to ponder: Quantum Fund (George Soros)was just broken up and they were heavily invested in technology. In Soros' words, they stayed too long. I have no idea whether they owned CYMI or not but as a major, major player (heavily margined as well) in technology issues their intensive selling in the stocks that they do own would cause ripple effects in other issues as well.

To: Zeev Hed who wrote (24846)	4/29/2000 9:53:00 AM
From: WTSherman	Read Replies (1) \| Respond to of 25960

Zeev, I don't think that the issue with DD is demand, its pricing and supply. Some think that the bottom has finally been reached with some rationalization of production and lessening competitive pressures on pricing. I don't believe it... These company's are caught in a vicious cycle that just doesn't seem to ever end.