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Technology Stocks : Cymer (CYMI)

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To: Mark A. Holder who wrote (24791)	4/26/2000 6:00:00 PM
From: orkrious	Read Replies (1) of 25960

If this is the case, then the market didn't understand his guidance. If it is not the case, then the market is correctly valuing the company because 50-60% growth doesn't lead to a very high sequential growth for this year. Just got internet access. Unbelievable today. Akins guided 50-60% growth for the year. Far less than I expected, but you can hardly call this weak sequential annual growth. He also said that most of their growth will come in Q4, and that for now they are going to manage their B/B roughly to 1.12 going forward. They can do this because of the long lead time of their customers getting steppers/scanners. They don't want to book something that isn't going to ship for nine months. I figure they are going to do $1.75 for the year with $.59 in Q4. If their B/B continues at 1.12 thereafter for a while, we are looking at huge 2001 numbers. The market today didn't give a sh*t. Jay

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