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Technology Stocks : Cymer (CYMI)
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To: Mani1 who wrote (23106)9/24/1999 2:55:00 PM
From: Curlton Latts  Read Replies (2) of 25960
 
Mani - At the last cycle upswing the industry was putting out over 1,000 lasers - the next upswing should exceed that - 1,083 lasers times say $600,000 per laser = $650,000,000 which is up there in Akins' projections range times net after tax at 15% = $97,500,000 divided by 28,000,000 shares = $3.48 per share. That's just back of the envelope of course - but it is in the ballpark with Akins' prognostications - a little bit more conservative though.

And YES way - a 50X P/E given a 50% long term growth rate expectation would translate to a PEG of 1.0x. Also conservative.

The funny thing about the current dip is how little volume is involved. A sign of health in my mind.

Good Luck To Each And All

Curly

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