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

To: craig crawford who wrote (6609)	10/26/1997 10:21:00 AM
From: TideGlider	Read Replies (1) \| Respond to of 25960

Steve: I think most folks were offended by his lack of knowledge regarding the business..."bulbs" ? He was fortunate to be shorting the tech board when the selective correction hit the sector. The semi downgrade is rather dubious as it appears it was partially initiated on "selective" information and speculation on the Asian currencies. I noticed with many of the "blue chips" supposedly vulnerable to the asian currency instability, the same call was made, then overlooked, made again and discounted. It all seems to depend on where and how deep they want to cut. Good Morning.. Bruce In regard to shorting the box companies being smart? I read CPQs earnings and projections. I think that they are very good. Why are they good to short? I think some people pick high rolling, big profit stocks as targets, because they can't believe any company can do so well without stumbling. Overall markt conditions are they only thing saving his ass if he continues short in the Big boxes...especially CPQ. Dell may not be doing quite as well as it's price reflects. However it is popular....that can go a long , long way.

To: craig crawford who wrote (6609)	10/26/1997 10:34:00 AM
From: Gerald L. Kerr	Read Replies (3) \| Respond to of 25960

Re Fleckenstein: >>I would say that he came out looking OK<< Hmm...he said that Cymer makes UV "bulbs" and that Cymer's business is "just going to go away" after about six months. Obviously nothing more than trash talk. But the interesting question is why the pages of Barron's were made available to him for this nonsense. I don't think it's purely by chance that after Greenspan's congressional speech decrying speculative excesses that every bear in the world was suddenly offered a podium and a microphone from which to expound. Nor that CNBC spent an entire day recounting the scary events of October 1987. Goal: Scare the pants off everyone, especially the little people, thereby (hopefully) avoiding a speculative bubble and a real crash further down the road. Oh, and just by happy coincidence, the foundation has been laid for some nice profits for those buying in at the lows when it's "discovered" a few months down the road that the world isn't ending after all. My opinions only, Gerry