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

To: Zeev Hed who wrote (11659)	12/18/1997 12:05:00 AM
From: Yakov Lurye	Respond to of 25960

<<OFF TOPIC>> - Zeev, I'd actually bought a small number of MU April 30s - MUs highs in the beginning of the year are historically much higher than 4Q low (at least by 50+%). It's a gamble on MU not falling below 20, but a small one - I don't follow the stock closely. yakov

To: Zeev Hed who wrote (11659)	12/18/1997 4:08:00 AM
From: Jess Beltz	Read Replies (1) \| Respond to of 25960

<<<kindaofftopic>>> Zeev, take a look at Jay Harris's note #532 over on the IPEC thread and tell me what you think. He looks like a kindred spirit (with you) with respect to his feelings about the semi industry, except he's a little more dire than even you are. Even expects major league fab push outs in the next 6 months. What keeps me in Cymer is that A&A have already said they have order increases for the next 2 quarters. I submit, however, that if the market doesn't give a damn, it won't help the stock price much. jess