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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (8269)12/10/2003 2:16:28 PM
From: Berk  Read Replies (3) | Respond to of 25522
 
Brian and anyone else: Do you remember other times when the moves in the SCE's and related companies have been so disparate? LRCX recently hit new recovery highs as did ASML while CYMI, AMAT and NVLS have been flat to modestly up. Meanwhile WFR and COHU are down. Is this the normal up cycle pattern or what? Appreciate anyone's thoughts on this.