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Technology Stocks : Cymer (CYMI)
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To: Ian@SI who wrote (23483)11/3/1999 9:39:00 AM
From: Robert Douglas  Read Replies (1) of 25960
 
Ian,

In addition to all the factors you mention, may I add one that I think will provide the gunpowder for the stock move; profit margins.

I think there is a lot of room for Cymer's margins to move up during this semiconductor cycle. If you combine a nice expansion of margins with a good growth rate in the topline, you get the kind of earnings growth that makes Wall Street drool. It's this triple whammy of higher sales, higher margins and a higher P/E that multiply a stock's price.

Why will Cymer's margins move up? Size, efficiency, market share, clout, shortages and the general profitability all along the semiconductor food chain will all help. This could be a very nice cycle to be in Cymer. All my opinion, of course.

-Rob
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