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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (4148)	7/20/1999 8:02:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Lets take the Q number and run it at 35% increase per quarter. That gives us 75, 101, 136, 184 ( I rounded), total 496 for year, times a 50 PE, give us 248 price. I think 200 is in range.

To: Uncle Frank who wrote (4148)	7/20/1999 8:12:00 PM
From: slacker711	Read Replies (1) \| Respond to of 54805

Uncle Frank....Would you mind explaining the BtB ratio to me? I think I remember you saying you work for some sort of semi design company. In particular....The Q's BtB last quarter was 1.7 with 9 million ASIC's sold. Does that mean that they had orders for 15 million during that particular quarter or does it simply mean that they have a backlog of 6 million orders that may have been placed at any time in the past? Thanks for any info....I am trying to figure out exactly what kind of backlog the Q might have. Slacker