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

To: Curlton Latts who wrote (21649)	4/10/1999 11:47:00 AM
From: Ian@SI	Respond to of 25960

Curly, CPQ has come down from a high of $50. The market already knew that it was getting its butt kicked by the direct sales model innovators such as DELL and GTW. Further, I suspect that the integration of DEC is causing more grief than 5fer anticipated. He'll work through it, but it'll take time. Dell confirmed that it would meet or beat analysts expectations for both earnings and sales in its annual analysts meeting Thursday. The bears have got Monday and Tuesday to enjoy. Then we get INTC's numbers. ... and the fun begins. Even though NVLS will probably give an exceptional report on Monday, I don't think it's yet regarded as a bellwether. FWIW, Ian.