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


To: Christopher Gates who wrote (17516)5/16/1998 3:35:00 AM
From: neverenough  Read Replies (1) | Respond to of 25960
 
Not that this really means anything, but I have a family member that lives in SD and just happens to have a friend that is one of the managers at CYMI. I know for a fact that when CYMI was down in the teens a few months back people that work at Cymer were buying boat loads of the stock for their personal accounts, and have no desire what so ever to sell. I would have posted sooner but it's very hard to get info from him. Cymer's time will come and all the longs will be rewarded, I think we just need to look down the road a little bit.

Nigel



To: Christopher Gates who wrote (17516)5/16/1998 12:12:00 PM
From: Volsi Mimir  Read Replies (1) | Respond to of 25960
 
They had a nice slide comparing CYMI stock vs both a DUV index and a semiequipment index. Cymer was easily ahead of both.

Chris, Happen to know which companies the DUV index is comprised from?
CYMER
COHERENT?
KOMATSU?

Thanks to all who were at the meeting and your insights,
E7



To: Christopher Gates who wrote (17516)5/16/1998 1:07:00 PM
From: ben luong  Respond to of 25960
 
Re: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.

Does this mean the CFO does not think Cymer is undervalued? Now is the best time to buy back CYMI shares.
Dow components has a annual growth rate of 6-8% but they are trading at PE of 20's.