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Technology Stocks : Cymer (CYMI)

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To: Jerome who wrote (23315)	10/21/1999 3:23:00 AM
From: Mani1	Read Replies (1) of 25960

Jerome Re << In my opinion the BTB number is taking on a life of its own.>> On Thursday of last week, COHU reported much larger than one BTB, record booking, record backlog, handly beat estimates and still got hammered. Trading at forward PE of around 10. Re <<What would happen to to CYMI stock if they beat estimates and report that revenues will only be up modestly next quarter?>> Only modest growth in revenues will be bad news. But considering that it has already come down alot, it will take some REAL bad news for it to fall much further. I do expect BTB of around 1.25. Just for the record, my guess for backlog (for the competition) is way too high, I just made a mistake. But Backlog should be north of 75 Million. Mani

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