It looks like someone made a large poorly timed purchase yesterday. The run-up in Cymer price they caused didn't last 24 hours.
Of my internet related stocks, only SE Sterling Commerce is up only slightly. The rest are stand-outs MSFT Microsoft, CSCO, Cisco, LU Lucent, VTSS Vitesse Semi, NETA, Network Associates, DELL Dell Computer, EMC EMC Storage, QWST Qwest Communications, VOD Vodaphone.
The internet and cell phones are the only areas I am sure can increase sales. In a deflationary environment profits depend on increased sales. |
