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


To: BillyG who wrote (11696)12/18/1997 6:24:00 PM
From: D.J.Smyth  Respond to of 25960
 
Important viewpoint to consider from the AMAT thread:

To: Eugene Kearney (13595 )
From: Brian Kerecz
Thursday, Dec 18 1997 5:55PM EST
Reply # of 13603

Let's put the recent selloff in perspective. The SOX index is trading at '95 levels yet
these companies are more profitable than ever. IMHO, we are going to see one hell of
a rally in early '98, once the panic over SEA subsides and people realize that SEA
accounts for only 22% of chip consumption.

chart1.bigcharts.com.

Brian