Boy, take a few days off and Cymer thread stays busy.
My thoughts of the day (yes, I still have 1k shares left).
(1) This sector is still out of favor, because, its the most exposed to Asia.
(2) Its NOT just a Cymer problem!
(3) Its good to see insiders buying, If they don't have confidence going forward, why should we?
(4) If you want to bellweather this sector, just keep your eyes on Amat,
How she goes, all the rest will follow!
(5) The only thing different with Cymer and the rest, is there's a percecption that Cymer is closer to the Japan problem, than the rest.
On that one, I don't have a clue. |
