Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Mani1 who wrote (146873)	5/4/2002 5:22:04 PM
From: tejek	Read Replies (1) of 1571735

CYMI will trade along with the semi equipment sector. It should follow it closely. I don't think this sector can crash and burn since I expect the order rate to continue to improve through next year. But upside is probably limited as well since it is fully valued. I also do not think CYMI will out perform the equipment sector over the next 6 months. I would rather own a back end player which is where the growth is coming from. Mani, I thinking of CYMI for a long term hold in my 401, or for a shorter term hold in my other private account, and not for my trading account. The back end players are for my trading account. For my smaller, private accts. I like stocks I don't have to monitor closely......that have shown some degree of stability in the past. Having said all that, CYMI has outperformed the semi equipment sector for the past year. Why do you see that changing? I like that is one of two suppliers in its niche.......I don't see the German firm stealing market share from it. Last quarter, CYMI's inventory and receivables turnover was considerably better than the industry averages which, to me at least, is an indication that biz is decent even during this slow time for the sector in general. Do you see that changing; do you think growth in this niche going forward will be slower than for the rest in the sector? I know you don't have verifiable facts but if you have a general feel for the situation, let me know. Frankly, I am more comfortable with a CYMI than I am with an EMLX. A year ago I would have said just the opposite. ted EDIT. Mani, not a big deal......I may end up going with ICOS instead of CYMI for my 401 now that it [ICOS] has gotten creamed.

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