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: TechHunter who wrote (21284)	3/9/1999 2:43:00 PM
From: Curlton Latts	Read Replies (3) of 25960

In addition to the new orders being reported - Merrill's bulletin also contains a significant ramped up earnings view for next year to $1.34 EPS (up from $1.00). We're easily talking a $65-75 stock value today again. $1.34 x 50 = $67.00 per share. With respect to inventories - the company wrote off everything plus the kitchen sink last quarter. Much of that write-off had to do with this 5000 series I thought. That would suggest that margins going forward will be strengthened as a result. I can't believe anyone would think that the company is anything but a 10 in inventory (on a scale of 1-10), both, internally as well as in the pipeline and at the stepper manufacturers. Laggard bear arguments still trying to deny reality on inventory are simply self-delusional indulgences. Good Luck To Each And All Curly ~~~~~~~^^ [6.6] .....> [_]

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next