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Technology Stocks : Cymer (CYMI)
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To: Nevin S. who wrote (13884)2/2/1998 12:50:00 PM
From: Lex Luther  Read Replies (3) of 25960
 
Nevin,
I would definitely agree with you that analyst earnings forecast for this stock do seem to be on the low side. One of the more significant variables that we haven't really been able to factor into the equation is the potential exponential revenue growth in service and spare parts that could take place in the coming quarters. This is due to the fact that CYMI is getting more and more systems out into the semiconductor manufacturing world which will ultimately generate additional HIGH MARGIN revenues which will translate into HIGHER EPS growth than previously expected. Granted, it might not happen next quarter, but the stock market doesn't really care about next quarter, their worried about 1999 and beyond! Please read my post on this subject back at #13844 to get a feel for what I'm talking about. I am in the semiconductor industry and understand the positive impact that billable service and spare parts can have on a companies bottom line. Believe me, the rocket scientist analyst that cover this stock HAVE NOT factored this into CYMI's future bottom line or their not telling us and trying to frontrun before they upgrade the stock! If anyone would like to challenge that statement please drop me a line. Nevin, if your thinking about buying more shares I wouldn't wait to long if I were you. Thanks for your post and good luck!

Lex
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