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Technology Stocks : Cymer (CYMI)
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To: SteveC who wrote (24081)1/31/2000 5:28:00 PM
From: WTSherman  Read Replies (2) of 25960
 
One of the differences between CYMI and alot of other company's that have had great earnings, is that there is a real forward look available with CYMI. The backlog of $97M, the rapid increase in the number of new fabs, and CYMI's dominant market position means that the 35-45% growth(or I think more like 50%+) that they referred to isn't must a hope or a plan. Its very real and is very visible to anyone who cares to look. This boom for the company should continue as long as this semi cycle continues.

Upgrades will pour in tomorrow...
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