Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: TechHunter who wrote (24062)	1/27/2000 6:32:00 PM
From: Mani1	Read Replies (1) of 25960

TechHunter Re <<If Cymer earns $2.00 p/share this year with 50% growth will we trade at 100 ($2xPE 50) or 60? (2xPE 30)?>> If semi continue to be strong and if BTB stays above parity, $100.00 is a reasonable expectation. Considering how cyclical semi's are, we are looking at big "if's" though. Re <<Doesn't market dominance account for anything? I own JDSU and they have no where near the monopoly Cymer has.>> As you know JDSU has run up due to the optical craze. Opticals are expected to have multi year torrid growth. Much higher rates than Cymer. Currently some of their growth rate is over 100% and is expected to stay there for now. Optical is a different ball game than semi equipment. Mani

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