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Non-Tech : Cityscape Financial (CTYS) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (1771)	12/9/1997 4:37:00 PM
From: Brooks Jackson	Read Replies (1) \| Respond to of 2544

OFF TOPIC: Zeev -- I'd be fascinated to hear your reasons. Why a rally now and then a sharp decline? I'm aware the semi fabricators are getting their margins squeezed and worried about Asian sales. But I've been holding onto HELX (one of my nicest performers this year, despite coming off its highs) on the theory that in the years ahead the NUMBER of chips made will have to rise briskly, even if the margins are thinner. Therefore, more chips = more factories = more business for semi equipment makers. You must disagree. What am I missing? (And if you want to continue this, can you suggest a more appropriate thread on which to continue?) Thanks.