For whatever reason, CYMI often trades more with the market as a whole than with the other equipment stocks. Nonetheless, if the group gets hit I expect CYMI to be hit also - a good company but very overvalued at current levels. It tends to be very volatile and is a good candidate for Zeev's Q.
KLAC is being a sweetheart, and I am tempted to do what leon did with both KLAC and NVLS.