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

To: Investor2 who wrote (17514)	5/15/1998 11:44:00 PM
From: Christopher Gates	Read Replies (3) \| Respond to of 25960

A few other notes on the annual meeting Cymer's Financial Model ..............................Q1 98 1997 TARGET Gross Margin...........38....38.5...48-50% R&D........................16....12.3...14-16% Sales and Marketing...8.....5.9....7-9% G&A.........................5.....4.2....3-5% Operating Margin......10....16.9...21-23% Sorry about the table but I can not figure out how to incorporate my spacing. Regarding the share buy back program: Angus stated that they are now trading at 22-23X 1999 estimates. Their peers are trading at approximately 16X 1999 estimates. Cash is best suited for other reasons. They had a nice slide comparing CYMI stock vs both a DUV index and a semiequipment index. Cymer was easily ahead of both. 5000 Krf 5010 Krf-1st generation scanners Orion Krf-2nd generation DUV scanners 2X the power and repition of 5010. Expected to increase throughput 15%. 5010A Arf Shipped Q497 Next Generation .13 Micron critical dimensions and below Cymer is focusing on chipmakers.