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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 218.30+8.6%Jan 9 9:30 AM EST
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To: Ian@SI who wrote (2513)9/9/1997 10:32:00 AM
From: Sam Citron   of 10921
 
Ian,

<<Revenues: 1000*2M = $2B/annum (This is 10* the current run rate)
PSR Range since IPO: 1.9 - 10.6
# Shares outstanding: 15.347M
Price / Share (projected if PSR = 4):$2B*4 / 15.347 = $500+.>>

Completing the analysis using your own methodology (supra), but
substituting Teri's $425,000 ASP for your previous 2M in the above,

Revenues: 1000*425K = $.425 B/annum
PSR Range since IPO: 1.9 - 10.6
# Shares outstanding: 15.347M
Price / Share (projected if PSR = 4):$0.425B*4 / 15.347 = 1.7B/15.347M = $110.77

Where do you see a triple bagger? Do you have an existing CYMI position which may account for some bias? Or are we perhaps being overly conservative in the run rate estimate for year 2000 or some other parameter?

SC
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