Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Curlton Latts who wrote (23103)	9/24/1999 2:14:00 PM
From: Mani1	Read Replies (1) of 25960

Curly Re <<Face it, Cymer has a monopoly leadership position>> Agreed 100%. Re <<and could easily run up to 50x projected earnings at $ 2.50 - $ 4.00 over the next 18 months>> How can you say that? Semi equipment do not trade at 50X earnings at the boom time (that is boom time earnings). NO WAY. Also I do not see in any way shape or form that Cymer can earn $4.00 per share either. To make that they would need to sell something like 2000 lasers in one year. Considering the shrinking geometry, migration to 300 mm, and also ever increasing through put (waffers per hour, now up to 120) I don't see how Cymer can sell that many lasers. Mani

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