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Cymer Inc. Message Board

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  • dcxavier dcxavier May 11, 2001 11:55 AM Flag

    .5 or no, what do you think?

    A change to neutral bias would also cause a big dump. In the last two days, I've gone from 0 to 45% cash, and it may even reach 60% by the time I'm down to my "core" holdings. Most of the sales have been in chip equipment stocks, including Cymer. I'm inclined to believe the CSFB outlook for unexpectedly slow going in the next few months, even if Fed easing continues. Unless something radical changes, I won't look to dive in big until after next warning season in late June. BTW, I've seen comments on other boards, calling the MS upgrades yesterday as classic pump and dump.

 

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