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


To: jghutchison who wrote (24778)4/26/2000 11:24:00 AM
From: pass pass  Respond to of 25960
 
I have been wondering why CYMI is so undervalued (forward PE is about 20 if they can meet the expected EPS). It's probably because of its low visibility. The company should do a better job managing the "Street".



To: jghutchison who wrote (24778)4/26/2000 11:57:00 AM
From: Mani1  Respond to of 25960
 
JGH re <<Competition? What competition?>>

There is definitely competition. Cymer had 83% of the installed base (that is the lasers installed in that quarter, not the over all installed base) in the last quarter, so Cymer is losing market share.

Cymer is doing great but I think the upside is limited, which is the reason I just sold.

Mani