SOITEC, Silicon-On-Insulator TEChnologies Message Board

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Technology Stocks : SOITEC, Silicon-On-Insulator TEChnologies

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To: John Finley who wrote (34)	11/25/2001 12:38:20 PM
From: kinkblot	Read Replies (2) of 83

Who woulda thunk... Not me. I sorta had 5 in the backa my head as where I'd start to get interested. It just touched that on the low tick. I think the market is telling us that their competitive position is strong. It has twenty times the market cap of Ibis. The greater risk could be that SOI/silicon doesn't increase as fast as projected. When you're projecting to the sixth power, any significant drop in sales growth -- say, to below 100% -- could take a lot of premium out of the stock due to a reverse "miracle of compounding" effect. WT

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