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 : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Donald Wennerstrom who wrote (76160)7/3/2017 10:58:28 AM
From: Kirk ©1 Recommendation

Recommended By
Donald Wennerstrom

  Read Replies (2) of 95626
 
More on growth rates:
I'm not sure if you've kept the data in spreadsheet form, but it would be interesting to see the difference in 5 year forward growth estimates for December 2008, March 2009, today and a few data points in between such as the peaks and valleys on my LRCX chart (March 2011, Sept 2012, Dec 2015, Feb 2016 perhaps?)

I have the data in old newsletters but memory says analysts are most optimistic at tops and most pessimistic at bottoms for the future...
Yeah, check this out.... 5 yr growth estimates just before I bought shares again at $65 near the lows of 2016 where over 50% lower at only 11.3% (still good growth):
.


and Lam today... with 24% 5-yr growth rate:

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News