Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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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: Sam Citron who wrote (2520)	9/9/1997 10:43:00 AM
From: Teri Skogerboe	of 10921

Sam, Cary, TD, Ian, Looks like you guys covered almost everything. My 2 cents, I listened to the last CYMI conference call and Management appeared to me to be very capable. So why the long silence. IMO, they should clear the air and end the big mystery. (I don't own any CYMI.) First Call is below. Looks like a couple of downward adjustments to estimates. But good forward growth is expected. ts FIRST CALL EARNINGS ESTIMATES CYMI Cymer Inc. 09/08/97 Industry: Indus Tech SIC: 3861 Latest Price: $69.13 1997 P/E: 41.4 Analyst Recommendation: 1.5 QTR QTR FY FY Sep 97 Dec 97 Dec 97 Dec 98 --- --- -- -- CURRENT MEAN EPS 0.43 0.47 1.67 2.23 Number of Brokers 4 4 4 4 Median 0.43 0.47 1.68 2.25 Standard Deviation 0.02 0.01 0.03 0.08 Current High 0.45 0.48 1.70 2.30 Current Low 0.40 0.45 1.63 2.12 Year Ago EPS 0.20A 0.25A 0.56A 1.67 Current vs. Year Ago Change 115% 88% 198% 34% Report Date wk/Oct 24 wk/Jan 30 wk/Jan 30 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 1 1 1 1 Down Revisions last 30 days 1 1 1 1 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.43 0.47 1.67 2.23 7-days ago Mean 0.44 0.48 1.70 2.28 30-days ago Mean 0.44 0.48 1.70 2.28 60-days ago Mean 0.35 0.39 1.35 1.97 90-days ago Mean 0.35 0.39 1.35 1.97 COMPARATIVE ESTIMATES AND TRENDS Industry - Indus Tech 4.87 5.78 21.49 26.44 Current vs. Year Ago Change 7% 87% 13% 23% Sector - TECHNOLOGY 9.09 11.57 38.32 47.50 Current vs. Year Ago Change 27% 22% 27% 24% WSJ/DJ US Index 10.93 11.74 43.42 49.45 Current vs. Year Ago Change 13% 15% 14% 14% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1997 Cal Yr Mean 41.4 22.08 26.10 20.32 PEG on 1997 Cal Yr Mean 0.83 1.26 1.54 1.70 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 1.5 Next 5 yrs - Median 50% Number of Brokers 4 Number of Brokers 1 Industry Recommendation: 1.9 Industry Growth Rate: 18% 7-days ago Mean 1.5 Next 5 yrs - High 50% 30-days ago Mean 1.5 Next 5 yrs - Low 50% 60-days ago Mean 1.3 Last 5 Years NM 90-days ago Mean 1.3 Diff. from Industry +0.4 Rel. to Industry 2.9 Diff. from Sector +0.5 Rel. to Sector 3.0 Diff. from WSJ/DJ US +0.7 Rel. to WSJ/DJ US 4.2 Transmitted: 09/09/97 09:04 (E_CYMI)

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