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

To: Zeev Hed who wrote (11712)	12/18/1997 11:36:00 PM
From: D.J.Smyth	Respond to of 25960

Zeev, i have a speciality graduate degree in decision sciences and i'm not missing a whole lot except the fear and trepidation of the market, what i was attempting to point out was that as long as the orders are growing sequentially, i.e., 28% every six months, the b to b only relevant in the extreme, falling below .9 or above 1.1, but variables in between are natrual fluctuations of the gap between time shipped and orders received. the real story is the overall growth in the amount of product ordered month over month. stock prices in the semi secotor are reflecting no premium for future growth, and in fact are trailing behind the S&P average, with the S&P average showing half the potential future growth of the semis