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


To: flickerful who wrote (9983)11/18/1997 1:26:00 PM
From: Apple12  Respond to of 25960
 
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Wall Street Guru Search Results for : Cymer

Previous record
Cymer
CYMI
Nasdaq NMS

Growth Stock Winners
Jim Collins
9/17/97


Cymer's products consist of photolithography lasers, industrial high-power lasers and replacement parts. . . For the second quarter of 1997 (ended 6/30), Cymer reported earnings of $0.48 per share compared with $0.13 per share in the same quarter last year. . . Focus like a laser beam on Cymer between 83 and 101.

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To: flickerful who wrote (9983)11/18/1997 1:44:00 PM
From: ZhuGe KongMing  Read Replies (2) | Respond to of 25960
 
I thought this was the best story in the show, but it acts like loser (with the market down only 0.07%, it can slip more than 6%).
It may be one of the top tech picks, but it's down more than those just being downgraded (fell only 1.97%).
It's earned 23 cents with more than 36% gross margin, more than 100% growth in rev. and income, and almost guaranteed 15% Q.to Q. in the coming year, but it's price is only 1/4 (and still shrinking) of the one who made only 12 cents, less than 6% gross margin, 45% growth (in the past and may be in the future).
It has PE/growth=[21.25/(0.23*4)]/100=0.23 and the technology of next year, but most people are shorting it. The other one has PE/growth=[75/(0.12*4)]/45=3.47 and the technology of last year, but people are upgrading it.
Am I missing anything? I think a lot :-(
Can someone PLEASE clearify?
Thank you