Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (23619)	11/18/1999 12:26:00 PM
From: Darryl Olson	Read Replies (1) \| Respond to of 25960

As Curly has pointed out before, it's interesting that the upgrades include an increase in earnings estimate but a hold or decrease in the growth multiple. The growth multiple in this upgrade was 30x. If we use 45x as noted in the past, the target price would be $90. Oh well, I will just have to learn to live with these stair-step upgrades. On the positive side, they do extend the life of the party.

To: Robert Douglas who wrote (23619)	11/19/1999 5:23:00 AM
From: Doug B.	Read Replies (1) \| Respond to of 25960

Cymer will be a "buy" after they have loaded up on shares. Then the rest of the world can bid up the price... Why Cymer isn't a "buy" if it is an "absolutely unavoidable, gotta have" technology with a "dominant" technology and market share is beyond me. Guess that just leaves room on the upside when they raise their rating.

To: Robert Douglas who wrote (23619)	11/19/1999 7:32:00 PM
From: Jerome	Read Replies (1) \| Respond to of 25960

"Why Cymer isn't a "buy" if it is an "absolutely unavoidable, gotta have" technology with a "dominant" technology" When so much is expected of a stock (as Cymer)the chance of it disappointing is quite high. This is the irrational part of the market that no spread sheet can quantify. Posters wax eloquent with sophisticated ratios, dazzling charts, heavenly projections, spread sheets equipped fog cutting capabilities, and proclaim every two point rise as a gale force wind about to propel this stock into the ionosphere. Have said all of this I'm going out for a beer. Have a good week-end, Jerome