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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.21+4.6%3:59 PM EST

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To: Investor2 who wrote (3460)11/13/1997 2:48:00 PM
From: Cary Salsberg  Read Replies (1) of 10921
 
I2,

RE: "...any thoughts about CYMI at $16.625, for a long-term hold?"

If you have followed the posts on this and other threads, you know that CYMI has become an emotional issue for some people more so than almost any other semi-equip we have discussed. In this context and with my inability to accurately predict CYMI's market share over the next 5 years, my inclination is to pass on your question. I will say that CYMI appears to be a higher risk/higher reward situation than most semi-equips. I also believe that companies like UTEK, and SVGI offer both lower risk and higher reward potential at current prices than CYMI.

Cary
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