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Technology Stocks : Cymer (CYMI)
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To: ScotMcI who wrote (24703)4/19/2000 2:54:00 PM
From: Berk  Read Replies (1) of 25960
 
Interesting post Scot. I have approached the valuation issue in another way: divide CYMI by the price of AMAT. What is interesting is that on a relative basis since October 1998 CYMI has underperformed AMAT (as of last Friday). Granted that AMAT is the gorilla but CYMI has almost monopoly status in its niche and you would think that as we enter the "sweet spot" in the expansion cycle for CYMER's products it would be at a premium.It is also interesting to note that CYMI is not alone with other semi equipment stocks (PRIA, VECO, etc) having as bad or worse performance but not nearly the franchise of CYMI. Food for thought.
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