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Technology Stocks : Cymer (CYMI)
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To: orkrious who wrote (24479)3/16/2000 8:58:00 AM
From: Rustam Tahir  Read Replies (1) of 25960
 
I'm not using any tax rate to formulate my estimate. Is the tax rate going to be higher? I forgot if they mentioned anything like that in the conference call. If it is, that will certainly affect my expectations. What I'm basing my estimate on is what they did last quarter without the inventory charges. And since they achieved that number without any unusual revenue flows or cost-cutting, I figure they should match that number again at the very least. That number was .39 cents. I will be pissed if they have a sequentially down quarter without any write-offs. Then I expect them to have more revs than last quarter, after all, we are supposed to be in an up cycle. Now I don't know what that added number should be, whether it's one cent or five or ten, that number will become clearer as other equipment makers report. Again, if CYMI wants to have a premium price it has to perform as well as, if not better, than the top performers of the sector. If it doesn't, then I'll be sloughing off more shares.

rustam
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