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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (34652)11/13/2000 4:48:46 PM
From: MARK BARGER  Read Replies (2) of 54805
 
re: Maybe SNDK is cheaper than CREE?

John, nice chart!

One thing I quickly notice is that the 3 most profitable companies on the chart are MSFT, CREE, GMST. All 3 turn 50% of their revenues into EBITDA. Nobody else is even close.

What I don't like about the chart is using those estimated growth projections. Many of us see Cree continuing to grow in excess of 100% a year for the next several years. At any rate I contend that SNDK is indeed not cheaper than Cree.

MB
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