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Technology Stocks : Cymer (CYMI)
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To: Jim DuBois who wrote (24286)2/16/2000 8:21:00 PM
From: WTSherman  Read Replies (1) of 25960
 
OT**Its hard to complain about either AMAT's or CYMI's performance over the past 15 months(I have both and am not ready to sell either). However, I do think the major opportunities our there are in the 3rd tier semi-mfg. players. They have not seen nearly the appreciation that some of the big guys have, in particular, their P/S ratio's are very low compared to any of the 1st tier guys while their growth rates over the next two years may be higher. A few that I like are PEAKF, IMSC, CRPB. IMSC in particular looks to be poised for explosive growth and is selling at 3x sales.
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