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Technology Stocks : Cymer (CYMI)
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To: Rob C. who wrote (20010)10/26/1998 5:11:00 PM
From: Wheats  Read Replies (1) of 25960
 
It's clear Semi Equip industry has not hit bottom despite upgrades and bullish analyst comments late last week. Last I saw Book to Bill was at about .57. In addition, AMAT is having a 15% personnel reduction; you don't do this if you think you are near the bottom. No doubt technology will eventually force Semi Companies to upgrade their fabs to tighter geometrys -- but who knows when that will be.

Bottom line: CYMI is good long term, probably not short term. It also bothers me when a company halts trading as it adds a hit of drama that is unnecessary. Also, remember AMAT will have a nice Q4 loss -- CYMI joins the club.
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