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

To: BillyG who wrote (11360)12/11/1997 8:37:00 AM
From: Zeev Hed  Read Replies (2) | Respond to of 25960
 
Billy, all I can say is that is exactly the type of events I was expecting to unfold over the next few weeks. Kprea and Taiwan figured very highly as part of the total semi expansion, and that was into an overcapacity situation. Retrenchment was inevitable. Now we need to wait until the semi caps announce that their BTB ratio has declined under 1, when that happens, it will be less dangerous to venture back into the field.

Zeev


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