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

To: Zeev Hed who wrote (25157)	10/1/2000 7:12:37 PM
From: dylan murphy	Respond to of 25960

The last selloff in this industry took CYMI down to the 7 or 8 level. I guess it could drop to 13 this time, however there are some differences this time. One is that CYMI has an installed base of 1000 and rising every week. This should help moderate earnings with the sell of spare parts and maintenance contracts. Also with a large backlog of orders I don't see sells completely stopping, maybe just slowing down for a short time. CYMI will probably have a larger cash position during the next downturn than they did last due to some solid earnings. As far as demand, memory and flash memory seems to be in great shape. Demand for pc processors may level out due to the shift from pcs to telecom products. However silicon is just now beginning to be used in everyday products not seen before. Like before if CYMI sees 13 it will be a great buy again.