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To: Cary Salsberg who wrote (307)4/24/2002 5:15:43 PM
From: Ian@SI  Read Replies (1) | Respond to of 13403
 
Cary,

I agree that single product high tech companies present a greater risk than GE or DD; or even AMAT or KLIC.

To date, CYMI has leapfrogged itself while the competitors struggle to catch up to its last generation product.

I accept that that could change at any moment and would have disastrous impact on CYMI's share price. But is it really any different for any company in the sector?

Ian