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: orkrious who wrote (23962)	1/15/2000 9:50:00 AM
From: rlev	Read Replies (1) \| Respond to of 25960

Ok ... you sold me ... I need that radarview trail! eps .26 backlog 120 close 62 Rich P.S. If I didn't spend the last 3 years following this thread I'd swear you guy were being paid! :-) P.P.S. If I ever end my current job and start trading for a living ... a real possibility if the market keeps up like this for another year ... I'll be posting more often (hopefully with added value)

To: orkrious who wrote (23962)	1/15/2000 11:34:00 AM
From: Guy Gordon	Respond to of 25960

.31 120 65

To: orkrious who wrote (23962)	1/15/2000 1:19:00 PM
From: Andrew Vance	Read Replies (3) \| Respond to of 25960

Just a quick note, I am not the Andrew on the roster with the $41 price<GGG>. I am not bearish on the stock, that is, if these low prices indicates he believes a pullback will occur. Then again, maybe the low prices given by some of the contestants are a "post split" price and they are really very bullish.<GGG> Seriously, I hope that you will clarify the meaning of some of the low prices for CYMI since I thought everyone here was bullish to the Nth degree. I consider this a valuable thread for picking up tidbits that would might have slipped under my radar screen. Am I missing something? I consider the ETEC-AMAT announcement a good thing in the long term for CYMI. I see AMAT now having litho technology finally as part of their stable of equipment. And when you consider the work that might be done on the SCALPEL process, I would not be surprised to see all of the available ETEC technology and the work on SCALPEL help AMAT to internally develop an exposure tool for the IC manufacturers that would utilize CYMI lasers. This would be far out and not a short term situation. However, this would kick into gear (if I am correct in my assumption) just about the time when things slack off in this industry expansion cycle.) It would also increase the number of US exposure tool providers such that we are less worried about the possibility of Nikon or Canon creating a problem, should they decide to back Komatsu in the future. (I am worried about this less and less as time goes on anyway.) The life that is being breathed into SVGI lately seems to indicate that the Micrascan might finally start being produced in higher volumes, even if it is just for INTC or MOT (My guess this is the unnamed companies). While a small provider of systems, this would mean orders for CYMI. The phenomenal advances in ASML valuation has to be a vote of confidence for CYMI also since they are a major supplier of lasers to ASML. ASML lagged its Top Tier equipment peers for a short while and has now caught up. My biggest fear is that CYMI succumbs to a takeover attempt prior to it reaching full valuation. Right now, CYMI is still undervalued relative to its peer group of stocks (suppliers of components to the Top Tier Equipment providers). As a strategic move, someone might step in an try to put CYMI under their wing. I would hate to see CYMI taken over by a company that could use their "overvalued" stock as the currency for the transaction. For instance, I would not want AMAT shares at this level as currency for an AMAT-CYMI merger. This would be a disaster since a stock swap would not be in our best interests. A while ago on this thread, someone was talking about a $150-$200 price target for CYMI which I thought was too aggressive. I had a $75 1-year target locked in place since 6/21/99. I do not revise STRONG BUY targets up and down like the analysts do on a whim. However, at a close of $59 on Friday, I am beginning to think my 1-year target is probably conservative and the $100 target mentioned here last quarter might seem reasonable. CYMI has not kicked into high gear yet in its deliveries of lasers to the industry and to the upgrade cycles in the industry. We are still at the tip of the iceberg here. I just think the captain of the USS CYMI will be able to avoid a collision with the iceberg and not hit it like the Titanic did. Smooth sailing for CYMI. OKAY, throw da bum out. He came here again, got on his soapbox and put us to sleep. He says things in 1000s of words and doesn't even use pictures. As he fades into the woodwork again, he thinks he might have a great commentary for Tuesday's issue.<GGG> Respectfully yours, Andrew Vance RadarView

To: orkrious who wrote (23962)	1/15/2000 3:56:00 PM
From: sepku	Read Replies (1) \| Respond to of 25960

my humble WAG: e-.36 b-117m cp-78.25

To: orkrious who wrote (23962)	1/15/2000 9:55:00 PM
From: Mr. Sunshine	Respond to of 25960

.29 111 48

To: orkrious who wrote (23962)	1/16/2000 7:26:00 PM
From: Darryl Olson	Respond to of 25960

If the early estimators are allowed to change their price targets then please raise mine to $60.50. What a week!!

To: orkrious who wrote (23962)	1/17/2000 8:19:00 AM
From: orkrious	Read Replies (1) \| Respond to of 25960

Contest is closed. Winner gets a two week subscription to RadarView RadarView gives you superb tech investing ideas. It is the best newsletter I have ever read and I have made back many, many times the subscription price. radarview.com EPS Backlog Closing price Jay Dreifus 0.39 123.0 75.000 Ginko 0.28 115.0 51.750 Darryl Olsen 0.27 116.0 60.500 Andrew 0.26 110.0 41.000 cluka 0.30 120.0 72.000 Bob Grutza 0.28 115.0 51.000 Edward Fitzpatrick III 0.29 119.0 51.625 dbernet 0.33 125.0 75.000 Curly 0.31 102.0 60.000 sriudupa 0.32 108.0 71.375 Mani Ahmadi 0.28 110.0 44.000 Roger L Chuchen 0.27 110.0 64.000 Dale Knipschield 0.25 110.0 49.250 Steve C 0.35 120.0 57.000 Scott Violette 0.27 115.0 52.000 Backfill 0.29 109.0 68.500 Stu Bishop 0.27 115.0 53.000 Robin 0.33 115.0 55.000 fellow 0.31 121.0 61.000 Filbert 0.33 115.0 58.000 bookdon 0.30 121.0 59.000 esl 0.28 110.0 58.500 Steve Lacroix 0.32 120.0 59.000 John Haley 0.40 125.0 61.750 Jerome 0.32 112.0 65.000 sillen 0.30 100.0 58.000 David Fleming 0.34 113.0 56.875 Richard Belanger 0.33 111.0 55.000 Douglas Rhodes 0.29 105.0 72.000 Richard Rosen 0.26 120.0 62.000 Guy Gordon 0.31 120.0 65.000 sepku 0.36 117.0 78.250 Roadkill 0.32 95.0 58.500 Rustam Tahir 0.34 111.0 65.000 Steve Hales 0.29 111.0 48.000 Gemini 0.38 122.0 65.000 Average 0.31 114.1 59.941 Std. Deviation 0.04 6.9 8.765 Like last qtr, the winner determined by computing the variance for each category, ranking the variances, then averaging the rankings.