Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mr. Aloha who wrote (6494)	10/25/1997 2:19:00 PM
From: TideGlider	Respond to of 25960

Aloha: Is this the piece? Very good! Slowing growth in Asia will affect the semiconductor area, but I think that probably the market is underestimating the value of increasing economic growth in Europe, which will offset it," said Courtney Smith, chief investment officer at Orbitex Management Inc. "A 10% decline in Asia is probably about the same as a 2% increase in Europe, because it's a bigger base. It obviously is a big deal, there's no question about that. But I think the market is still underestimating Europe. So, I think this is setting up a buying situation, particularly the semiconductor equipment stocks. Novellus Systems and Cymer Inc. are setting up for good buys."