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Technology Stocks : Cymer (CYMI)
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To: Ritz who wrote (24805)4/26/2000 11:20:00 PM
From: Zeev Hed  Read Replies (2) of 25960
 
Ritz, that should tell us that the peak I was speaking about is quite close. When good earnings no longer increase valuation measures, then it is the beginning of a scaling down of valuation models. When such scaling down will meet actual peaking in chip shipments and decline in semi cap ex, (a good six month hence, mind you), it will be too late to get out. As far as I am concerned the semi caps still have a good rally in them as long as AMAT does not breaches $80, if that happens, I would run for the hill, or plays rallies from lower lows to lower highs.

Zeev
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