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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (23997)	1/17/2000 6:48:00 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 25960

Amdrew, I had it at less than 10 as well, a little low for a vigorous recovery, it seems that upgrades, particularly in the DRAM sectors can get 70% or more bit counts increases (YOY) without new facilities. That is actually good for CYMI, since they are most often involved in these upgrades. With the SOX now at more than 100% above the peak of the last cycle, I think that we may be closer to topping than you do, however. I am on record for a high around $85 on CYMI and this year, and I do not think that we will go to the nirvana zone of above $100 in this cycle. Of course, I have been wrong before (I had "only" $13 as the bottom of the cycle and we ended up half that much, so maybe with the same scale we top at $170?) Zeev