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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (22123)5/29/1999 6:16:00 PM
From: Zeev Hed  Read Replies (2) of 25960
 
Ian, I know I know, but the top of the cycle in price for the semi equip often come when the BTB is peaking, not when sales are peaking and booking start to decline (when the BTB crosses to under 1). By the time sales exceed booking we are a good two to four months in the downtrend of semi equip prices., of course a tiny .02 decline in the BTB does not make for a peak, but on the other hand, the BTB has rarely gone much above 1.3 either.

So you thought you could rest on your laurels? (VBG).

Zeev
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