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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 691.66-0.1%Jan 16 4:00 PM EST

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To: Johnny Canuck who wrote (22264)7/22/1999 4:16:00 PM
From: Iris Shih  Read Replies (3) of 69862
 
Harry,

Do you have any opinion on cien and wind?

Thanks.

PS secondary semi equipment makers tend to follow their big brothers, ie amat, nvls, asml, klic.... Once the big ones stablize and up, the smaller ones will follow soon. I like them better, ie cmos, cymi, cohu, elnt, klic, brks. They get better chance to double from here or if there's any pullback. Doubt the big ones will double this year. I do think most of them will take a rest here.

Iris
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