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

To: John Chalker who wrote (11649)	12/17/1997 11:07:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 25960

John, I agree with you that over the short term, these results may have a positive impact on the semi equip segment. My worry is in about a month, when the realities of abiding by the IMF agreement on the expansion plans in the rim will hit. I am not too worried aboyut the actual results of CYMI, which I think will be somewhat isolated from the retrenchment, but if the a new wave of pressures on the segment materializes early in January, I do not CYMI being able to escape, ig only because the valuation models for the whole industry will be further "sized" down. Hoefully, this is just worry, but it is still in the background. Zeev