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To: Ian@SI who wrote (313)4/24/2002 10:03:54 PM
From: Cary Salsberg  Respond to of 13403
 
The impetus behind this discussion was to explain why CYMI is not on my list.

You agreed that "single product high tech companies present a greater risk than ... AMAT ..."

You asked "is it really any different for any company in the sector?" and I answer that you stated the difference in the first quote.

I am not trying to convince anyone to invest in CYMI or not, but I do want to show that I have a reason for not which is sufficient for me.