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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (1184)	2/28/2000 8:47:00 PM
From: SemiBull	Read Replies (1) of 1305

AV, While I have been a "long term" bull in the superconductor sector since the fall of '99, I cannot fathom the irrational exuberance currently possessing investors to flock into this frothy group than any technological area I have seen to date, including net stocks and biotechs. CDTS, SCON and ISCO have negative book values, and only one, IMG, knows what a profit looks like. All this and commercial practicalities of superconductor technology being at least 3 years away at the very least according to the CEO of IMG, as well as ASMC. If you are managing money with an eye towards long term investing and minimal rollover, are you suggesting that this group has more favorable multiples than SVGI? Excuse the long winded nature of my question, but I feel a bubble about to burst. SemiBull

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