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

To: Zeev Hed who wrote (10795)	12/1/1997 4:45:00 PM
From: BillyG	Respond to of 25960

SIA roadmap............ techweb.cmp.com

To: Zeev Hed who wrote (10795)	12/1/1997 5:03:00 PM
From: FJB	Respond to of 25960

Your're right about semi-equips. Most were down, but the photolithographers including CYMI were strong. quote.yahoo.com

To: Zeev Hed who wrote (10795)	12/1/1997 5:29:00 PM
From: Yakov Lurye	Read Replies (1) \| Respond to of 25960

Every semi-equip maker for itself?? Zeev, that's funny - you get more bullish, and I am worried. Big and unexpected divergence between SOX (went up 10+ points), and equipment makers. AMAT, TER should be up 2.5, instead off .5. I am pretty sure Mason's index is down or unchanged. The divergence was pretty obvious early in the day, so I'd sold AMAT and TER in the morning, bought back before close, but quite unsure that was a right thing to do. On the positive side, CYMI is up. Its movements are becoming fairly unpredictable. My interpretation: today funds were shifting money from semi-equips, but selectively bought compelling bargains like CYMI and LRCX (downgraded by Adams & Co to "underperform"). These guys are real jerks and probably could be used as contrarian indicators. Regards, Y.