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Technology Stocks : Cymer (CYMI)

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To: Andrew Vance who wrote (23965)	1/15/2000 2:01:00 PM
From: Prasanna L Soni	Read Replies (2) of 25960

Good Afternoon Andrew, Hello from the first subscriber to RADAR VIEW. The best $350 I ever spent . I love the letter and have have made a fortune using it. I have 2 questions please. 1) Why is SGI dumping MIPS. I have heard that Gartner Group has a report out "Will semiconductor IP companies be the DOT-COMS of 2008". I am trying to get a copy of it. What is your target for the stock in 18 to 24 months. Why no bounce after such a bullish earnings report. 2)How long do we have left in this semi equipment upcycle. I was shocked to hear one analyst say that summer of 2000 might be the peak. How can that be?? The retro fitting and transition to other newer technologies in the semi manufacturing has barely begun. With all the semiconductors that are required for almost everything I don't even see a bust anywhere close ! do you ?? A detailed insight will be appreciated Thankyou Prasanna

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