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

To: ScotMcI who wrote (25633)	1/14/2002 2:19:20 PM
From: Robert Douglas	Respond to of 25960

I think the formula for becoming a hot stock includes recent posting so a sudden increase will land a thread on the list.

To: ScotMcI who wrote (25633)	1/14/2002 2:28:05 PM
From: S. Wallace Slough	Read Replies (2) \| Respond to of 25960

Scot: Just received the Morgan report entitled "a $100 stock this cycle" that brought on the flurry of activity. Points include: 1. Possibly the best revenue and earnings power story this cycle. 2. Beginning the Golden Age of DUV lithography. 3. Key member of our ASP angle investment thesis. 4. With $4.00 or more earning power, $100 stock price possible. Near term remains weak and visibility for an upturn is cloudy, the intermediate and long term revenue and earnings opportunity is substantial. Market: Market expected to grow from 425 units to almost 1000 units by 2004/05. Competition: Market share 85%. Lamda backed the wrong horse with SVGI. Gigaphoton has gained up to 40-50% in Japan. ASP's: Expected to rise from 40-50%. Spares/Service Revenue: Expected to increase greatly with more lasers in use. Bottom Line: $4 earnings peak in this cycle conservatively, with possible of $6. $100 or more stock price seems reasonable. "While this analysis might seem outlandish -it certainly did for us initially - upon deeper thought, we believe it is reasonable and suggests Cymer has the best earning power stories in the coming Golden Age of DUV."