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

To: Ken Zeller who wrote (20688)	1/22/1999 2:51:00 PM
From: FJB	Read Replies (2) \| Respond to of 25960

KenZ, $22 seems a fair valuation at this time and maybe going forward until late 99 when the equipment makers fill the pipeline again. I agree. $22 is a fair valuation for Cymer at this point in the cycle. Bob

To: Ken Zeller who wrote (20688)	1/22/1999 4:02:00 PM
From: Curlton Latts	Read Replies (1) \| Respond to of 25960

Ken:So--Timing is our only issue. Within 12 mos. CYMI will be worth $1.00 * 50-100 = $50.00-$100.00. Ergo, under that assumption using a pretax discounted opportunity cost of capital of 20%, then the net present value of the stock today is worth $40.00-$80.00. Not too much of a stretch from $50.00 to $100.00. Re: Glass half full - perhaps you may find humor in the multitudinous views at the following url: robson.org Good Luck To Each And All Curl ~~~~~~~^^ [6.6] ......> [_]