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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (23965)	1/15/2000 1:59:00 PM
From: orkrious	Read Replies (1) \| Respond to of 25960

Nice post, Andrew. First, re the low prices in the contest. Most were picked early last week. My guess of $61.5 (revised upwards to $67.25 last night), was made last Sunday when CYMI was at $42. The only reason I am still picking such a "low" number is that we have had a phenomenal run the last week and we need time to digest it. I think your one year price target of $100 is too low, unless you mean from the date you made your $75 prediction, June '99. CYMI should have EPS of $2 this year and north of $3 next year. If all goes well, at a 50 PE of $3 on calendar 2001 earnings, we should hit $150 towards the end of this year. Thanks for stopping in to our humble abode, and we appreciate your providing the "prize" for our contest. Jay

To: Andrew Vance who wrote (23965)	1/15/2000 2:01:00 PM
From: Prasanna L Soni	Read Replies (2) \| Respond to of 25960

Good Afternoon Andrew, Hello from the first subscriber to RADAR VIEW. The best $350 I ever spent . I love the letter and have have made a fortune using it. I have 2 questions please. 1) Why is SGI dumping MIPS. I have heard that Gartner Group has a report out "Will semiconductor IP companies be the DOT-COMS of 2008". I am trying to get a copy of it. What is your target for the stock in 18 to 24 months. Why no bounce after such a bullish earnings report. 2)How long do we have left in this semi equipment upcycle. I was shocked to hear one analyst say that summer of 2000 might be the peak. How can that be?? The retro fitting and transition to other newer technologies in the semi manufacturing has barely begun. With all the semiconductors that are required for almost everything I don't even see a bust anywhere close ! do you ?? A detailed insight will be appreciated Thankyou Prasanna

To: Andrew Vance who wrote (23965)	1/15/2000 2:11:00 PM
From: ScotMcI	Read Replies (1) \| Respond to of 25960

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. It seems to me that if Cymer were taken over by a stepper manufacturer, all of the other stepper companies would run to the competition. Cymer is in the delicate position of knowing a great deal about the business plans and technology of their customers, and those companies would avoid letting the competition have than info at all costs. Not that it couldn't happen, but if it did, I think there'd be a drastic drop in sales. Perhaps that would make a takeover too expensive a proposition. I hope so, since as an investor I think Cymer will do much better for me as an independent company.