Two other things, First, I still have a significant long position in CYMI
Second, if you want to know just how broad a brush the analysts use, the BTB was up to 1.29 from 1.14 for test equipment. The decrease was entirely front end, down to 1.02. Back end is strong. But TER, EGLS, KLIC, so forth are down on the general news as much as NVLS, ASMLF, SVGI. Nice buying opportunity here. These guys are going to roar at some point in the near future. It especially makes no sense whatsoever for TER, which has massive future bookings AND great recent earnings. |
