Veco should announce soon, and I have no reason to believe bad news there, it is acting quite respectably. Furthermore, despite all the bad news, old MU is acting quite nice (as well as TXN and INTC). As for adding to CYMI, I am not sure, it should have held 24/25, it broke through and some "technical damage repair " is called for, it could drop as low as the low 19, before it gets back on its feet. Just one man's opinion. Longer term, I think the worse is over in the semi-equip, the .8 BTB is probably pretty close to as bad as it will go, even wounded LRCX looks pretty good actually.
Zeev |
