Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

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 : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 172.27

+4.6%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: FJB who wrote (3428)	11/12/1997 7:43:00 PM
From: Cary Salsberg	Read Replies (1) of 10921

Robert, Per-Share Data Book Value (mrq) $3.90 Earnings (ttm) $0.61 Sales (ttm) $4.85 Cash (mrq) $1.06 The usual parameters don't make CYMI a value play. The previous discussions came up with an earnings stream, but assumed 100% market share. For a value play I would discount an earnings stream based on 33-50% market share (2 competitors - COHR and Komatsu). I haven't done this, so if you do, please post your numbers. Cary

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next