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

To: Doug Moulton who wrote (14463)	2/9/1998 2:45:00 PM
From: TI2, TechInvestorToo	Respond to of 25960

You're right they were surprised, in retrospect I guess we should not have been. In general I believe that all the announcements due to Asian flu in last few mos have been on the order of 10%-20%. So why should SFAM be particularly immune? That's what I meant to say. My concern now is that everyone underestimated the effect (although I think CYMI is safer because they got hammered more and have buyback). Sorry for the confusion TI2