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

To: donnie lee who wrote (16249)	4/2/1998 1:31:00 AM
From: FJB	Read Replies (2) \| Respond to of 25960

Poor baby! Shorts not working out, might be time for him to make some stuff up. For instance, he could say, "Applied Materials' business is just going to stop. They make Thingymajiggers that a lot of people think are necessary for making chips, well they are not, Easy Bake ovens work just as well for most of these process steps. And I have some other news for the market, soldering irons and vacuum tubes are making a comeback. This IC stuff is way overrated."

To: donnie lee who wrote (16249)	4/2/1998 1:48:00 AM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

Fleck in his own words, "I've been doing this for three years". Says it all. If he's stayed short CYMI he's quite likely to lose about 50 years worth of capital. Quite a feat in three years time. Talk about misunderstanding the underlying market, company fundamentals and technology. When CYMI starts her ascent she's had a habit of red hot upward spurts. If she kicks into overdrive the pressure to cover on the huge, exposed short shall become irresistible. Like a mad runaway 16 wheeler steaming along at 80 mph. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]

To: donnie lee who wrote (16249)	4/2/1998 3:41:00 AM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

I love it! Thanks for the article.. I liked the April Fools Jokes. If the stock was down 3 I probably wouldn't have! :-) I'd be surprised if tomorrow was positive given the BAD day in Asia right now. Aloha

To: donnie lee who wrote (16249)	4/2/1998 11:33:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25960

From the newsletter: Part of the reason that stocks keep going up even though their fundamentals suggest they should be going down is that mutual fund managers want to be fully invested to beat their competitors, short sellers believe. "They are buying this stuff because it looks good on the chart. No one is doing their homework," says Fleckenstein. It seems that Fleck is not doing his research either. Perception is a large part of the game in investing, and with huge inflows of cash from 401K's etc, you would think the Shorts would add this to the equation. Additionally, interest rates are near historic lows, inflation is nil, and the economy is humming. If he is talking about people not doing their research, the person he should be talking of is himself. BK