Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Time Traveler who wrote (3067)	9/24/1997 1:37:00 AM
From: Maxwell	of 25960

John Wang: I am long on 6000 shares in CYMI. This stock has a potential of a 5 baggers in the next 2-3 years. Everyone is moving toward .25u process. DUV excimer laser is the choice of illumination in the steppers. There is no other choice and no other company with equivalent excimer product. CYMI is getting all the market share in this area. They have the best solution in DUV excimer laser and is currently monopolizing this arena just like Intel with the CPUs. I have used the SVGI Micrascan and the ASM/300. Both uses CYMI lasers. The ASM is really good with 80wfrs/hr and excellent resoluton across the field and the wafers. The bottom line is that CYMI has a proven product that is CURRENTLY IN PRODUCTION! .25u will last about 3 years then .18u. CYMI will be there with their ArF at 193nm and last another 3 years. With phase shift mask ArF can do .15u. Beyond that is the F-F (difluoride) with wavelength of about 150nm. That is good enough for .1u with phase shift mask. X-ray lithography will never meet production criteria. Thus CYMI is locked in for at least 7 years of good profit. I also like the management. Their head CEO has a PhD and been working in the laser field for a long time. Their CFO is from a very good business school (U of Penn). They know what they doing and don't bluff. AMD's CEO on the other hand live in Southern California, have a chauffeur, and don't have a clue of what the company is doing. Lastly the CYMI stock has dropped almost 40% from its all time high. Since IPO it is now a 7 baggers. A 20-50 baggers is achievable. Growth rate is at least 50% a year for the next 7 years. At $32 with P/E of 50 this stock is very cheap. If you don't like to go long. You can always borrow margin for less than 1%/month and buy the stock and sell covered call option to make 10% in 1 month. It is a quicky. Happy Investing Maxwell

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