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


To: DAVID BANISTER who wrote (8231)11/5/1997 8:32:00 AM
From: Curlton Latts  Respond to of 25960
 
David: >>won't ship 785<< Yes. They might ship a lot more.

CYMI shipped 126 last quarter and management has already said expect
at least 15% sequential quarterly growth from here. Akins said "we
have most recently received an accelerating growth in unit order
volume".

Unit Order Volume

3rd qtr-1997 actual 126
4th qtr-1997 15% EST. 145

1998 EST. @ 15%
1st qtr 167
2nd qtr 192
3rd qtr 220
4th qtr 253
Total 1998 832

You're right 758 is unrealistically low, but, I wanted to be
conservative to illustrate that CYMI is worth $50 per share now. In
fact 832 might be lowball also because the industry move to below .35u
is RED HOT. Here's another article on rampup plans by some semi's.

techweb.com

Good Luck To Each And All

Curly
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