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Technology Stocks : Cymer (CYMI)
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To: FJB who wrote (3019)9/23/1997 6:09:00 PM
From: Defrocked   of 25960
 
<Nikon and Canon comprise 70% - 75% of Cymer's business. When they receive orders you don't and won't see it on Yahoo, Reuters, Businesswire, etc.>

That is a good point. But that shouldn't stop the thread
from making sound forecasts for the overall size of this
market and implications for Cymer. What are projected sales
for Nikon and Canon that employ Cymer lasers?

An alternative route for answers may be to employ ASMLF's
20% of CYMI's revenues. If ASMLF gets 10 more $170 mm orders
and each brings, say 5 cents,to CYMI's bottom line then we can
can to $2.00 per share (.05*10/.25).That makes me feel better.
But are these prospects for ASMLF reasonable and over what time frame??? Does this line of reasoning have too many assumptions??
Is ASMLF actually 20% of CYMI?

Grist for the mill.(In an uncertain industry,in an uncertain
world.)

Good investing all.
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