Attention Short sellers!
Warning message from a sales manager of the industry.
It's time to buy back semi equipment stocks.
AMAT, NVLS, KLAC, TER, LRCX, KLIC, those guys were leading group.
SFAM, SVGI,EGLS,ASYT,CYMI,PRIA,BRKS,DPMI,PLAB, these guys will catch up fast. Check the highest price in '97. For example, SFAM was $50+ stock. Get them before mutual fund guys jump in.
Don't underestimate Mar.Book-to-Bill ratio(1.3)of the industry.
Don't be confused with CPQ,DELL and INTC's business.Don't be confused with the recent DRAM price trend either.
50% of current business is coming from Asian countries. They(Samsung,NEC, Hitachi and Taiwanese) are expanding aggressively to prepare the next Semi cycle after post-Pentium generation. |
