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Technology Stocks : Cymer (CYMI)

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To: FJB who wrote (24167)	2/3/2000 12:36:00 AM
From: Ian@SI	Read Replies (4) of 25960

Bob, Yes the 5% number came from the Conference call - both the introduction and one of the Qs. ASML was 33%, CANNY 17% and Nikon 24% with the remainder being Services and Spare Parts. 1 laser went to MXIM. perhaps another couple after that, but I don't think so. The others would have gone to IBM, MOT or INTC; and INTC is the biggest current consumer with a lot of next generation process development underway. Re CYMI sale: My Semi Equipment holdings are now more than 1/3 of my net worth. While my outlook for the sector remains extraordinarily positive, I feel it is quite imprudent to take as much sector risk as I currently have. I'm retired; and have no intent of ever working for another company again. That desire is not consistent with the sector risk I'm taking in a cyclical industry. But it still hurts to sell the fastest growing parts of my portfolio while not having a faster growing sector in which to place the money. Logically, I think the sale was the correct thing for me to do. On an intuitive and an emotional level; and probably on a mathematical level as well, I'm sure I'll be proven wrong quite soon and for at least a couple years, if not forever. FWIW, Ian.

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