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

To: SPEEDRACER who wrote (9891)	11/17/1997 12:08:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Speed racer, I suggest reading the following: techstocks.com Zeev, one of the analysts predict contraction of semi equip. buying from $40 Billions to $15 and a decline lasting two years. I think he is wrong about the length of the present problem, but I certainly would agree with him that a lot od stuff was build and the big buyers (Korea and Taiwan) cannot get financing fore much more. Zeev

To: SPEEDRACER who wrote (9891)	11/17/1997 12:09:00 AM
From: Shakush	Read Replies (1) \| Respond to of 25960

Speedy, hope you're right cause I'm long too. But don't forget the naz reports both sides of the trade in the volume number, so divide by 2, and then adjust for the churn as described in the articles posted earlier by Tide Glider and you have a percentage well north of 10. As for pressure, add the huge short interest to the total of 2.3 mil represented by all the Nov call strikes and imagine them all trying to get out the door at the same time if CYMI breaks out. Strength will beget strength, but I'm still skeptical they'll get bagged.