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

To: D. K. G. who wrote (14995)	3/2/1998 12:04:00 PM
From: D. K. G.	Read Replies (3) \| Respond to of 25960

All, RE: ASMLF/Hyundai deal and its effect on Cymer: asml.com The original order (best thread guess) was a 3:1 i-line to DUV ratio. Ballpark assumptions:...................Cymer's cut 1) i-line steppers 5 million...............0.00 2) DUV stepper 6.5 million...............430,000 For 170+ million you can:Buy 24 i-line * 5,000,000 = 120,000,000 .........................8 DUV........ * 6,,500,000 = 52,000,000 __________________________________________________________________ ...........................................Total.......172,000,000 Cymer realizes 8 * 430,000 = 3,440,000 in revenue under the old deal. NEW DEAL : calls for all DUV. $172,000,000/ 6,500,000 buys you aprox. 26 new Excimer Powered DUV steppers. Cymer realizes 26 * 430,000 = 11,180,000 in revenue. ...............................Old deal.............New deal Revenue........................3,440,000...........11,180,000 N.I. (12.5% of rev)...............430,000...........1,397,500 EPS................................0.0143.............0.0466 EPS based on 30,000,000 million shares out standing, could very well be lower with share buy back. The new terms of this deal alone will boost Cymers year end EPS by 0.03 conservatively. Jay D. of MS is going to have to bump his year end 98 CYMI est up to 0.43. <g> This doesn't take into account any service are spares revenue. Regards, Denis