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Technology Stocks : Cymer (CYMI)

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To: Ian@SI who wrote (20529)	1/3/1999 10:05:00 AM
From: Greg Jung	Read Replies (1) of 25960

Ian, re: It's out of date by the time we see it. It is not probable that an industry's fortunes turn on a weekly basis and so a balanced article collecting several viewpoints is timely enough, especially if the POV is contrary to the run of stock prices. Keep in mind that things really have been pretty bad and the only evidence for bottoming and upturn has been filtered and presented by stock hypsters - er, I mean, semiconductor analysts. The saving grace is that the predominant story has now, because of the broad-based tech stock rally, been bought by Wall street types who say, hey, if we can pay 40 times earnings for P&G, why not 40x earnings for Intel? Or 50x "what if" earnings for Micron Tech. Greg

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