Cymer (CYMI) 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 : Cymer (CYMI)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (13157)	1/27/1998 2:19:00 PM
From: Doc Savage	Read Replies (4) of 25960

.24 is too low!!! It was .23 last quarter and the company has already said that there will be sequential growth for the next two quarters and I imagine that will be more than .01. My impression is that results will be significantly better than estimates (.22) as estimates are lower than last quater (.23) and this company is growing at ~40% (I haven't heard about any orders being cancelled have you heard about any orders being cancelled?). I think that if anything, the ASIA situation has helped as it seems many chip manufacturers are speeding up their plans to go to .25M and below. And, the last time I checked, Cymer had a lock on the market for deep ultraviolet lasers, "the key component needed by the semiconductor industry to make the next generation of computer chips". Based upon PE, growth, barriers to entry and everything else Cymer is tremendously under valued. The shorts don't concern me as it is no secret that most shorts lose money! Thursday will be an interesting day, will it not?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next