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

To: GREATMOOD who wrote (19475)	9/11/1998 11:52:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

GREATMOOD, thanks for the posting. As mentioned over the last three weeks, CYMI is priced richly relative to its peers and the intrinsic assumption of the market for such valuation was some degree of immunity to the semiconductor down cycle. However, when AMLSF and Japanese suppliers warned of lower shipments, it should should have been a warning that valuations more in line with the rest of the industry may be coming. Let see where this is reopening. Interesting times. Zeev