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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (13837)2/1/1998 12:08:00 AM
From: Yakov Lurye  Read Replies (1) of 25960
 
Zeev,

1) I was talking about the MU trading after Salomon's upgrade, when 3M shares were traded before opening, not about the day after earnings. BTW, are you still long MU? I still keep my Ap.30s, although definitely not till April. My target is 38-40, after this I don't want to do anything with this stock till next Q4.

2) Semis do look stronger than before, but this does not extend to semi-equips as a sector. I think we'll see weakening correlation between SOX and semi-equips. Too many analysts are positive on chipmakers "because they'll produce more and spend less".

Yakov
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