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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?


To: Donald B. Fuller who wrote (2869)9/27/2000 2:02:45 PM
From: Zeev Hed  Read Replies (1) | Respond to of 3069
 
I have some CYMI (ouch) and BRKS (OK this one I just bought at $31 yesterday), I am looking at reentering LRCX and NVLS, but we may still have another 10% decline in these. In any event these are for dead cat bounces, I am of the opinion that this cycle high in the semi equip has been reached already some 5 six months ago. If you are looking long term on AMAT, I would not be surprised to see it next year in the $35/$45 area.

Zeev