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Technology Stocks : Cymer (CYMI)
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To: Zeev Hed who wrote (11619)12/17/1997 9:12:00 AM
From: Curlton Latts  Read Replies (3) of 25960
 
CYMI has $190 million of cash and marketable securities; more than
enuf for growth and a stock buyback. Don't forget that earnings
continue to spiral upward generating surging cash flow as well.

The $65 fair value is based upon $1.30 EPS in 1998 times a 50 PEG
(1.0x) which is cheap.

The $1.30 EPS in 1998 is a conservative number:

4th QTR 1997/12 1998/12
1997/12 YEAR YEAR

Units 161 705 987


Revenues @ $450 thou/unit $73.4 $218.0 $327.3
% to LY 166% 235% 50%

Net Income $9.4 $28.2 42.5

EPS ($) $0.31 $0.93 $1.39

Shares (000) 30,590 30,411 30,590

Share Price @ EPS multiple of
future 12 months EPS:
50x $70 $106
40x $56 $85
30x $42 $64

Good Luck To Each And All

Curly
~~~~~~~~^^
[6.6]
....>
[_]
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