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Technology Stocks : Cymer (CYMI)

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To: Justa Werkenstiff who wrote (8526)11/6/1997 1:36:00 PM
From: Curlton Latts  Read Replies (3) of 25960
 
126 units actual 3rd qtr X 4 = 504 units annual = 706 units in 1998 @ 40% growth. Mgt also agreed with some industry experts out there predicting 700 units in 1998 and since CYMI has 95% market share therefore approximately 700 units in sales for CYMI.

The thing to remember is that because the industry-wide move to .25u is red hot that CYMI has always consistently beat estimates for unit demand and earnings (10-50%).

Projecting revenue is always a crystal ball exercise but with CYMI it's been one where the consistently exceed optimistic estimates.

Good Luck To Each And All

Curly
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