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


To: Zeev Hed who wrote (19979)10/23/1998 9:37:00 AM
From: Rustam Tahir  Read Replies (1) | Respond to of 25960
 
Robertson Stephens upgrades Semi-equip sector. Don't know of any details just caught the headline on CNBC



To: Zeev Hed who wrote (19979)10/23/1998 10:12:00 AM
From: Greg Jung  Read Replies (1) | Respond to of 25960
 
< INTC is starting to look pretty good >
In this case the equipment makers seem to be leading the charge.
Does a stock rise portend a semi revival? Stock price is supposed to reflect the combined wisdom of the world looking ahead 6 months down the road. We have seen in the earlier semi-eq run up that for this sector it is shortsighted. 3 weeks back the tele equips were falling and especially related semis. Due to forward looking "concerns". Now a few days of rear-view mirror profits above reduced expectations and the visionaries of doom are suddenly declared myopic.

There you are. I'm trying my best to be pessimistic.