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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (24889)	5/12/2000 2:16:00 AM
From: Pink Minion	Read Replies (2) \| Respond to of 25960

The valuation at the recent peak were maniacal I agree. AMAT during the last peak sold for PSR of 4 and a PE of 44. Could have gotten INTC for a PE of 12. But now it is because of the overall market. I can't argue on whether we've seen the peak in stock prices, but have we peaked in the demand/supply cycle of the industry? I'm still hearing about shortages to come. I feel we need real shortages for everybody to really pile on. I think current orders are just catch up and replacing out dated equipment from the last slow down. I think we need a good three year boom. MH