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Technology Stocks : Cymer (CYMI)
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To: Justa Werkenstiff who wrote (8516)11/6/1997 1:22:00 PM
From: Holyman  Read Replies (2) of 25960
 
Justa:

Re: "Would you invest in a company that on one day said it was going to see "15% sequential quarterly growth from here" per Curly and, on the next day, said it was going to see 40% growth next year instead?"

You are absolutely right. You wish to hear the same voice from the mgmt. And I do not believe they contradict each other. If you recall in the CC, Akins, despite his upbeat mood, repeatedly and carefully avoid making solid prediction beyond the next two quarters. Yet, he felt comfortable with the 15% sequential growth for the next two quarters (or "at least" for the next two quarters). I think this will give him some room to add beyond the 32.25% for the two quarters. What Angus did was to add another 7% or so to make it 40% for the entire year.

Curly assumed that the 15% will go on to the fourth quarter, which will eventually produce 73-74% growth. And with all the variables that may entail in the upcoming year, I simply compromise between the optimistic and conservative figure and come up with 55%.

God Bless
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