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

To: FJB who wrote (21631)	4/8/1999 2:08:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

Robert, consolation may be taken from the fact that we are bouncing against a pretty good support here at $16. I fear what might happen if the market suddenly turns south after all those 401k funds are finished pumping up the nifty 50's. All this rally is characterized by less yearly highs than yearly lows on most record breaking days. Zeev

To: FJB who wrote (21631)	4/8/1999 3:49:00 PM
From: DTselentis	Respond to of 25960

I guess it doesnt work that way but it would make more sense to me for Cymi to track Asml than Etec.

To: FJB who wrote (21631)	4/8/1999 4:00:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25960

Bob, I would guess that the answer is probably all of the above plus a few. 1. Insider selling: Not necessarily bad, but not good neither. 2. ETEC Warning: Not a sign that capacity builds are happening at 0.18µ or below... 3. INTC 300mm plan missing: Again no source of short term optimism 4. Most buys are technology rather than capacity. Exception Korea and DRAM... 5. At most, 5 new fabs this year (Jim Morgan at last earnings conference call), with another 20 or so fab expansions. CYMI will give you your doctorate in Patience. :-( Ian.