Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: JRGEE who wrote (3013)	9/23/1997 5:23:00 PM
From: Defrocked	of 25960

Please read previous posts to follow the earlier train of thought. Two guesses, $7.5 and $17.5 mm, were conjectured for revenue implications for CYMI given the ASMLF Korean announcement. The simple math employs an historical Net margin of 10% and 28 mm shares. The bottom line "impact" also ignores support revenue. If the truth is somewhere in between the revenue guesses, then 3 to 6 cents represents the potential implication to the bottom line. Ten similar announcements/qtr. would be nice.<g> But this brings up a legimate concern voiced by a threader (Cary?) yesterday about the size of this market and the sustainablilty for Cymer's growth: will additional deals the size of today's ASMLF annoucement be forth coming to warrant optimistic P/E's. Don't shoot the messenger as I am a CYMI shareholder. Let's discuss CYMI's prospects with dollar estimates and logic. For instance, how many additional fab plants, existing, under development or planned will employ how many Cymer lasers for how much revenue given 80% market share? Good investing all.

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