Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Curlton Latts who wrote (20674)	1/21/1999 4:20:00 PM
From: Ken Zeller	Read Replies (1) \| Respond to of 25960

>> when you consider that next year EPS conservatively predicts to be $1.00 << First call says .21 in 99 and .80 in 2000 Where do you see the extra coming from? Current PE is @ 50. Based on 1st call est for 99 it is nearly 100. Long term growth curve has turned down. Institutional o'ship is just 5%. They seem to be wary after the distortions in the past regarding the strength of the backlog of orders and the questions surrounding reserves for warranty repairs etc. Of 5 analysts following, 3 have it as a hold. ASMLF and SVGI are struggling. Haven't heard anything about Canon lately. Competitors are not idling. Don't you think the market has priced this one accurately?