SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cymer (CYMI)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Defrocked who wrote (3023)9/23/1997 6:56:00 PM
From: FJB   of 25960
 
RE: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?

ASML already publicized two large orders from Micron and AMD due for '98 delivery. I think they expect to ship to ship 60 DUV tools in '97 and more than double that in '98(the first number is from Infrastucture and the second is from my fuzzy recollection of a press release I got through Newspage direct). Yes, they are currently 20% of the DUV tool market according to Akins(Cymer CEO).

You should have come out with $1.25 a share using your numbers.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News