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Technology Stocks : MEMC INT'L. (WFR -NYSE) The Sleeping Giant?

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To: Jim DuBois who wrote (3480)6/12/1998 8:43:00 AM
From: Zeev Hed  Read Replies (2) of 4697
 
Jim, I actually got out of CYMI yesterday morning (luckily before the downdraft) I did not like the fact that the day before it did not hold 17.5. I also got out of VECO. But from the semi's these two are excellent candidates for a strong rally, IMHO. I just think that there is an outside chance for CYMI to breach 16 and possibly even 15. I also think there is an outside chance for getting VECO in the high teens.

Other stocks in the semi that I think have a good chance of participating in the next rally, are NVLS, AMAT, KLAC, KLIC, MASK, DPMI, ESIO and ORBKF. The first four because that is where money tends to flow in during rallies, the last four because of strong earning momentum.

Zeev
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