SI
SI
discoversearch

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: Justa Werkenstiff who wrote (8483)11/6/1997 9:58:00 AM
From: rsc  Read Replies (1) | Respond to of 25960
 
Off the top of my head:

From the conference call I remember mention of 15% sequential growth for the next two quarters, and a lack of inclination to project beyond that.

rsc



To: Justa Werkenstiff who wrote (8483)11/6/1997 10:15:00 AM
From: Holyman  Read Replies (1) | Respond to of 25960
 
Re: "Who is right, Angus or A[t]kins or am I missing something????"

Akins is an up beat and a very optimistic person (as the CEO, he should be). He said: "15% sequential growth for at least the next two quarters." So Curly interpret this as four sequential quarters, which produced 73%.

Angus, on the other hand, is a rather conservative individual (and as the CFO, he should be) and is known to use conservative hedges, such as "risk," "slow growth," etc. So, he used a ball park figure of 40%.

So, perhaps the optimum number should be about 55%. Curly, sorry for answering on your behalve, feel free to rebut.