Cymer (CYMI) Message Board

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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (20544)	1/4/1999 5:14:00 PM
From: Curlton Latts	Read Replies (3) of 25960

Whisper number earnings are estimated to be breakeven for the qtr versus a $(.16) loss currently estimated by Wall Street analysts. earningswhispers.com This will be a substantial upside surprise. Given continuing strong PC growth for the forseeable future the prospects for strong CYMI fundamentals never appeared brighter. Device maufacturers are now "insisting on Cymer" at the same time that an accelerating movement is beginning to implement shrink programs that will drive demand for DUV equipment. CYMI's virtual monopoly on the key enabling technology for the entire Semiconductor industry positions the Company to continue benefitting from increasing ASPs due to the rapid industry acceptance of its latest line of equipment. Analyst estimates for next year's earnings (ie 2000) are conservatively estimated at $1.00 per share X 50 PE puts the stock in easy range from a fundamental valuation standpoint of $50+ per share now. The company ought to easily blow through that estimate. The balance sheet remains a stellar Rock of Gibraltar. I'm a buyer. Good Luck To Each And All Curly ~~~~~~~~^^ [6.6] .....> [_]

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