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Technology Stocks : Cymer (CYMI)
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To: WTSherman who wrote (24830)4/28/2000 2:21:00 PM
From: Zeev Hed  Read Replies (1) of 25960
 
WT, it should be natural that the large caps in the group will hold longer than the smaller one, thus AMAT, KLAC, NVLS should perform better. Then, there are special situations like SVGI and BRKS (made a new high today) which might still continue higher. But if you look at the chart you posted, it seems as if the whole group is toppy. If you remember, I will not have the "end" of the cycle unless AMAT breaches $80 and it bounced back nicely from that area twice. CYMI's behavior (and VECO to some extent) might indicate that the major part of the group's party is over. I for one am in "raiding mode" with these. Well, actually, at this moment I hold only BRKS.

Zeev
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