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

To: Neal Hopper who wrote (18257)	6/24/1998 9:35:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 25960

ETEC chairman to be on CNBC this morning. Pat

To: Neal Hopper who wrote (18257)	6/24/1998 11:26:00 AM
From: Elroy Jetson	Respond to of 25960

Yes, it definitely makes sense to Short this Telcom fund and go long Lucent. I can't believe it - a fund set up to invest in antiquated Telcom. These folks margins are going to vanish, especially because of DSL and cable and they're drowning in debt to boot! Perosnally I like Lucent, Cisco, Microsoft, ADC Telcom the best. Levi Strauss made a fortune selling pants to miners, most of whom never made a dime. These firms sell the electronic equivalent of pants to Telcom and cable companies, most of whom will never make a dime. The new AT&T / TCI deal accellerates this race to cblivion.