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


To: Curlton Latts who wrote (20917)2/1/1999 6:14:00 PM
From: Zeev Hed  Respond to of 25960
 
Depending on the CC and my assessment of the semi equip. in general, I might be back in on any retreat (or break above $30). My problem is that I have some numbers in CYMI's report that do not jive with my very optimistic view for the next two years or more for the sector. The results and the slowness of the turn (another future losing quarter, which I definitely did not expect) for CYMI might indicate that the chip makers are taking their sweet time increasing their capex budgets, and thus a spring relapse, is no longer an impossibility, IMHO.

Zeev