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To: Cary Salsberg who wrote (2654)11/12/2002 1:13:51 PM
From: Sam Citron  Respond to of 13403
 
OT Obvious risk

A company is "obviously" [conventionally] risky when:

(1) stock price is in low single digits
(2) it has received many recent broker downgrades
(3) it is selling near its annual low

While CY does not have AMAT's "fortress" balance sheet, I believe that it can operate near breakeven during this severe downturn and reemerge quite healthy in the next upturn.