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Non-Tech : Cityscape Financial (CTYS) -- Ignore unavailable to you. Want to Upgrade?


To: Brooks Jackson who wrote (1772)12/9/1997 8:39:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 2544
 
Brooks, I have stated my reasons on a number of threads, CYMI, WFR and VRCO. But to make a long story short, the segment has very large overcapacity, when the semi cough, the semi equip. get pneumonia. Until you see two things, I do not think the water are safe, 1, a BTB (or the new equivalent) below 1, and the collapese of siome of the Korean chip manufacturers or at least closing of some of their plants.

Zeev