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

To: Andrew Vance who wrote (24353)2/28/2000 11:56:00 PM
From: Zeev Hed  Respond to of 25960
 
Andrew, I agree with your view that some type of a peak will occur early in 2001, I disagree that CYMI will not be affected. While you are quite right that upgrading many 200 mm fab will require additional "light bulbs", by the time AMAT breaks it upward thrust, the rest of the semi equip, including CYMI, IMHO, will follow, "guilt by association" if nothing else.

Zeev


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