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Technology Stocks : Cymer (CYMI)

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To: Ian@SI who wrote (20529)12/31/1998 11:11:00 AM
From: Zeev Hed  Read Replies (1) of 25960
 
Ian, one of the reasons I tend to lend credence to the story is the relatively "sorry" behavior of WFR. A lot of their capacity is serving the region the reporter was talking about. If that region was "healthier" at this point, or even if its future was indicating resumption of growth, I would have assumed that WFR's stock would be showing more strength at this time, FWIW.

Zeev
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