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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (25205)10/17/2000 3:35:16 PM
From: SpecialK  Read Replies (1) of 25960
 
Ian, Zeev, enjoy reading your comments on the health of the industry. I actually wonder if the semi equips need the BTB to drop to move higher.

Compare with the home building industry, great results over the last few years, with all the new home sales and building going on. Yet the stocks went nowhere. Home sales growth slowed down several months ago and an analyst upgraded the sector, it's up 50% in the last few months, because the outlook is things can get better.

With the semis, there is more risk (industry wise) that we are at a top, than at bottom. The stocks are moving well in advance of these facts.
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