SI
SI
discoversearch

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: FJB who wrote (24832)4/28/2000 3:01:00 PM
From: No_underscores  Respond to of 25960
 
Nobody suggested that I not call IR, so I did. The 50-60% revenue growth figure is indeed FY2000 over FY1999, not 2H2000 over 2H1999. While this may have "disappointed the street," it is still quite good considering the current P/E ratio is in the 20s. Specifically, if you take the last two quarters' actual EPS, .29 and .33, together with Jay's reasonable estimates for the next two quarters, .38 and .45 (see post #24806), and divide the sum into the current price, say $39, you get 26.9. Of course, the forward looking P/E ratio is even lower.

Still long on CYMI.

Interesting collection of technical and fundamental analysts on this thread, by the way!

N_u



To: FJB who wrote (24832)4/28/2000 3:23:00 PM
From: Backfill  Read Replies (1) | Respond to of 25960
 
Folks,

I don't think the SEMI peak is any closer then it was a few quarters ago, unless booked orders out to first quarter of next year means a peak in April. I think what is crimping Cymer's style besides the obvious (only 60% growth rate) is the tension in Taiwan.

fullcoverage.yahoo.com

A value stock in the making

Jeff...