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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.27+4.6%Dec 19 9:30 AM EST
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To: Investor2 who wrote (3469)11/13/1997 9:12:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
I2,

I believe I caused the confusion with my incorrect estimate of Cymer's book value. Cary, in his first post, suggested that UTEK and SVGI would be high on his list for adding new money to this sector.

If you, like Cary, already own the industry leaders and are willing to wait a year or so for a larger than average payoff, either stock may fill the bill. Both are "value" priced. CYMI may also beat the averages, IMO, but it is not "value" priced.

Ian.
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