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Technology Stocks : Silicon Valley Group
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To: Shakush who wrote (979)9/13/1997 3:29:00 AM
From: FJB   of 2946
 
You might want to calculate earnings after adding back the royalty settlement with IBM. Also, do you think the screen this Marty guy uses will have given you a buy signal on most semi-equips when they troughed? The year over year comparisons were typically revenues down 30% to 40% and earnings down 40% to 50%. This is when Cary Salsberg and many others here at SI were buying them and they have some triple/quadruple baggers since then. How many stocks that Marty has recommended in the past two years have tripled in that time frame? If he has recommended three to five such stocks, then his record is on a par with Cary's and other SI posters, and I might consider looking into his newsletter.

Best of luck,

Bob
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