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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (59)	10/30/2000 8:50:07 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95663

CYMI just released their 3rd quarter results late today and they look very good: cymer.com Here are a couple of excerpts I particularly like. <Bookings rose to $104,963,000 in the third quarter, while backlog increased seven percent to $134,170,000 at September 30, 2000 from $125,066,000 at June 30, 2000."> No slowdown to be seen here! <For 2001, the revenue growth rate on a quarterly basis will be variable within the range of six percent to 10 percent with a potential of exceeding 10 percent in the fourth quarter of next year. On an annual basis Cymer is expecting 35 percent to 40 percent revenue growth year over year for 2001.> No slowdown here either! As posted this weekend, Message 14680673 in the last 8 weeks, CYMI went from 47.88 to 21.91 per share, a decrease of 54 percent, and is now selling at a PE of 7 and PE/G of 0.26. With the numbers just posted, both 2000 and 2001 estimates will be raised making the PE and PE/G numbers even smaller. Looks like CYMI would be a good value stock to invest in. After all, where can you find a stock that will grow at 35 to 40 percent next year selling for a PE of 7 or less? <gg>