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Technology Stocks : Cymer (CYMI)

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To: Zeev Hed who wrote (20823)	1/31/1999 10:10:00 PM
From: Curlton Latts	Read Replies (1) of 25960

CYMI unit price is $875K now on new lasers. ASPs could easily hit $1 million by 2003. >>>"the company has already shipped some of the $875,000 units"<<< semibiznews.com Rowan was conservatively predicting $1.0 billion market over a month ago. I believe the number could be as high as $3.0 billion. ASPs at $500 are a self-delusion. Cymer's sales on units alone could easily hit $1.0 billion by 2001-2, that doesn't include huge service and support revenues. Semi-equip market caps trade at 4-5X sales - therefore 4-5X say $1.5 Billion equals $6-$7.5 Billion market cap divided by 30 million shares equals $200-$250 per share. Discount it to today and you get a $187 stock. Incidentally good growth companies trade higher than 4-5X sales, for example AMAT trades at 8.5X. Using AMAT as a valuation model and the same math brings you to a discounted share value today of over $300 per share. WOW!! I'll take it. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] ......> [_]

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