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Technology Stocks : Cymer (CYMI)
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To: WTSherman who wrote (24923)5/24/2000 11:35:00 AM
From: Zeev Hed  Read Replies (1) of 25960
 
I do not see a recession, just more rational valuations. That is a process that will take some time, but I think it will come. There might be segment slowing down from the current furious pace, like the semi-equip (I have been harping on that for the last two months or so), since as I said in a prior post, the rate of $40 Billion cap ex on $180 Billion sales is not sustainable by the chip industry, IMHO.

Zeev
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