Zeev, maybe a little off topic, but what's your best guess as to how SMH will do vs. the NDX in general during this possible run into the summer? Do you think it will underperform or overperform the NDX? Thanks...
the DD sector is getting pounded with reports of rising inventory and falling prices (gee, what else is new for them?). Doesn't VECO still get a lot of their revenue from that sector? Or have they diversified beyond so that it should matter as much? Been awhile since I followed them.
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