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Technology Stocks : Cymer (CYMI)
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To: Gerald L. Kerr who wrote (8514)11/6/1997 1:28:00 PM
From: Justa Werkenstiff  Read Replies (2) of 25960
 
Gerry: That is the conclusion I reach as well unless soemone comes up with a direct quote regarding the "15% sequential quarterly growth from here."

Sure, CYMI's growth was 15% quarter over quarter this past quarter. But there is noting I can find to support the contention that growth in the current quarter will be 15% or more over the last one.

My thinking is that for sequential growth to occur, it must be greater than the previous quarter only. It could 5% or it could be 15%.

If I am wrong about this explanation, we have an apparent contradiction that be explained only by management. Otherwise, we are engaging in speculation only.

Management has said nothing that I can find to quantify the growth at 15% or any other rate over the next two quarters or "from here" for that matter other than to say that it sees "sales growth of 40% for next year" overall.

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